
Steve Hou - Data Over Narrative
Steve Hou, Head of Research at Silicon Data, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everyt...
23 Syys 1h 16min

Another Cyclical Masterclass with Robotti & Company
Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. Thi...
27 Elo 1h 38min

Revisiting Fairfax Financial
Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked...
30 Huhti 1h 31min

Evan Tindell
Evan Tindell, CIO at Bireme Capital, returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter. A year ago Evan came on the show to educate people about ...
24 Huhti 1h 37min

Sonu Chawla - Managing Mid Cap Exposure - $TSCM
Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx,...
26 Maalis 1h 12min

Notes From The Beauty Contest
@crashkolnikov on X, and author of Notes From The Beauty Contest Substack, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered ...
21 Maalis 1h 51min

Current Events - uniQure and the FDA
uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to present the Huntington's Disease community's arguments for why the...
6 Maalis 1h 35min



















