Top Shelf Conversation
Henry Reardon - Asymmetric Contrarian
Henry Reardon, a pseudonym, stops by The Business Brew to discuss his thoughts on contrarian value investing. The conversion starts with how he figured out Carvana was a great short opportunity. Then it morphs towards his general investing philosophy.
Sean Stannard Stockton - Managing In a Volatile Environment
Sean Stannard Stockton, President and CIO of Ensemble Capital Management, stops by The Business Brew for a repeat appearance. Sean discussed his process on his first appearance (see Season 1). In this episode he discusses how he is sticking to his process and managing a portfolio in an uncertain world.
J Mintzmyer Returns
J Mintzmyer, a renowned maritime shipping analyst who directs the ("VIE") research platform on Seeking Alpha, returns to The Business Brew to give an update on the state of the shipping industry (and the associated stocks). This episode is meant to be listened to in conjunction with Craig Fuller’s episode in order to provide the listener with a more robust understanding of what is happening in supply chains.
In this episode J discusses many shipping specific ideas. If you are interested in J’s analysis consider subscribing to his work at Value Investor’s Edge on Seeking Alpha.
David Gardner - An Investing Fool
The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year. David is a Co-Founder of The Motley Fool. He is best known for his Rule Breaker investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing.
You can find David’s Rule Breaker podcast at https://www.fool.com/podcasts/rule-breaker-investing/, follow him on Twitter at @DavidGFool, and sign up for The Motley Fool at https://www.fool.com/.
See also his podcasts with Invest Like The Best https://podcasts.apple.com/dk/podcast/david-gardner-finding-companies-that-break-the-rules/id1154105909?i=1000392148108 or https://open.spotify.com/episode/4bwyONARX4WeVcsPYosiuR?si=H8lR4qlwTgS92N5u6IQ2mA
Wealth Track https://wealthtrack.com/category/guests/david-gardner/
Jonathan Boyar - Intrinsic Value Opportunities
Jonathan Boyar stops by The Business Brew to discuss his investing philosophy. Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983.
He has been interviewed by Barron’s, Welling on Wall Street and GuruFocus. He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Investing Conference. He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors. He is a senior contributor to Forbes as well as the host of The World According to Boyar podcast.
Kyler Hasson - Playing His Game
Kyler Hasson (Kyler@hassoninvestments.com) stops by The Business Brew to discuss how he has morphed as an investor and as a Registered Investment Advisor. Kyler is one of Bill's good friends and they've chatted about investments for a number of years now. Kyler is an investor that has gravitated to high quality businesses. He has also gravitated towards a less concentrated portfolio in order to fulfill client objectives. We hope you enjoy listening to the two of them sharing lessons they've learned.