Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23) from Value Hive Podcast

Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)

1 hour 26 minutes Posted May 1, 2020 at 12:00 pm.

6:00] Who is Bill Brewster?

10:00] How Bill's Investment Style Has Changed

19:00] Thinking About CEO Pay 

27:00] The Power of Surviving

37:00] Lessons From Bill's Mistakes

44:00] RH & Bill's Investment Process

55:00] How Bill Thinks About Valuation

60:00] Capital Accounts Blog Post

72:00] Incremental Free Cash Flow & Industry Analysis

End] Airline Industries & What Bill Would Tell Young Investors

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1:26:43

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Show notes

Today's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group.

I'm excited to share our conversation as Bill's quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show.

During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between.

Here's the timeline:

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Make sure you follow Bill on Twitter. His handle is @BillBrewsterSCG

You can also follow his blog at https://sullimarcapital.group/

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