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
Another FDA vs uniQure Episode
Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure. De...
7 Touko 1h 20min
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
