Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more. Chris’ paper, The Art of (Not) Selling, really made an impression on Bill. This discussion follows up on that paper, among other topics.

Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University.

Bill really enjoyed listening to Chris talk about how Mr. Akre would push Chris to find the essence of a business. That enables an analyst to then focus on THE most important question.

Muji stops by The Business Brew to discuss modern internet infrastructure. Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake. He shares his knowledge via a paid newsletter, found at hhhypergrowth.com, which Bill subscribes to and enjoys very much. Our discussion mostly focuses on how information travels over the internet to end up being consumed by everyone. This is a very interesting discussion and we hope you enjoy.

Denise Shull is Founder and CEO of The ReThink Group (https://therethinkgroup.net ). She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The ReThink Group to resolve the mysterious mental challenges of slumps, burnout, motivation and resilience. Denise’s distinctive approach produces results that are unmatched in the performance and risk-taking fields.

We start off jumping into the conversation. Denise learned from modern psychoanalysts. This conversation begins talking about anger, but it is more about managing emotions. Managing emotions is extremely important in life and investing. Yet, it is underdiscussed on many investment podcasts. Hence this interview.