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Bonus: Andrew Walker - A SPACtacular Conversation

Bonus: Andrew Walker - A SPACtacular Conversation



Andrew Walker, a PM at Rangeley Capital, author of Yet Another Value Blog, and host of Yet Another Value Podcast stopped by to discuss SPACs and his investment philosophy.  We are releasing this epi…


Published on 4 years, 10 months ago

Mike aka @NonGaap - Master of the Dark Arts of Corporate Governance

Mike aka @NonGaap - Master of the Dark Arts of Corporate Governance



Mike is an ex-activist investor who writes about tech, corporate governance, the power of friction & incentives, strategy, interpersonal board dynamics, and activist fights.     In this episode Mike …


Published on 4 years, 10 months ago

Shomik Ghosh - A SaaSy Conversation

Shomik Ghosh - A SaaSy Conversation



The Business Brew is joined by Shomik Ghosh. Mr. Ghosh is a Principal at Boldstart Ventures, a day one, pre-product partner for technical founders with portfolio companies such as Snyk, Kustomer, Big…


Published on 4 years, 10 months ago

Jen Ross - Always Questioning the Narrative

Jen Ross - Always Questioning the Narrative



The Business Brew is joined by Jen Ross this week. Jen was a professional short seller. Consequently, she has a unique perspective. It took Bill a while to understand the role of short selling in a p…


Published on 4 years, 10 months ago

Tyrone V Ross Jr. - A Powerful Advocate

Tyrone V Ross Jr. - A Powerful Advocate



We are fortunate to be joined by Tyrone V Ross Jr. What started out as a connection over BitCoin turned into something much more important. In this episode Tyrone discusses many issues that seem to b…


Published on 4 years, 10 months ago

Sean Stannard Stockton - A Renaissance Investor

Sean Stannard Stockton - A Renaissance Investor



We were fortunate to be joined by Sean Stannard Stockton, CIO of Ensemble Capital Management.  Sean is one of the best generalist investors we know of. In this episode, Sean discusses:   Running an i…


Published on 4 years, 11 months ago

Jack Rohrbach - A Success Story

Jack Rohrbach - A Success Story



This episode details the successful career of Jack Rohrbach. Jack began as a salesman and worked his way up. He made the most of every opportunity. While he often attributes his success to luck, it’s…


Published on 4 years, 11 months ago

Tobias Carlisle - A Modern Walter Schloss

Tobias Carlisle - A Modern Walter Schloss



Tobias Carlisle is a well known author. He's written extensively about value investing.  In our view, Deep Value is one of the best investment books ever written.

He is also the founder and managing…


Published on 4 years, 11 months ago

Dan McMurtrie - The Next Market Wizard

Dan McMurtrie - The Next Market Wizard



 The second episode of The Business Brew features Dan McMurtrie, PM at Tyro Partners.  In this episode Dan pulls back the curtain on how a true hedge fund manager thinks.  He discusses:   A tough lau…


Published on 5 years ago

Michael Mitchell - Fundamental Opportunist

Michael Mitchell - Fundamental Opportunist



Welcome to the first episode of The Business Brew.  Our first guest is Michael Mitchell. Michael is a former partner at Locust Wood Capital Advisors.  He describes himself as 80% Greenblatt and 20% B…


Published on 5 years ago





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