Bespoke Investing and Unconventional Wisdom with Le Shrub
Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubstack.com/ He can also be followed on Twitter/X at https://x.com/agnostoxxxWith a unique approach to investing, Le Shrub shares his thoughts on market trends, stock picks, and the rationale behind them. From discussing the importance of avoiding investment stupidity, analyzing specific stocks like Archer Aviation and Alibaba, to speculating on the economic impacts of a potential Ukraine ceasefire, this episode is packed with insightful observations and strategic thinking. Be prepared for an engaging mix of entertainment, education, and parody, underlined with Le Shrub's distinct charm. Disclaimer: This is all for entertainment purposes and not financial advice. Recorded 2/14/25 00:00 Introduction to the Business Brew 00:54 Meet Les Shrub: The Anonymous Guest 01:24 Investment Philosophy: Don't Be Stupid 03:35 The Spinny Ponzi: A Deep Dive into Archer 17:15 Biotech Investments: Blood in the Tweets 21:00 The Future of Cancer Vaccines 22:55 ClearPoint and Gene Therapy 30:02 The Power of Community in Investing 33:19 Navigating the Risks of Small Cap Stocks 34:07 Options Trading Strategies 35:36 The Risks of Investing in Alibaba 36:13 Reasons for Investing in Alibaba 36:38 China's Economic Strategies and Stimulus 37:27 Alibaba's AI and Cloud Ventures 39:00 Apple's Partnership with Alibaba 40:31 The Impact of U.S. CapEx on AI 41:19 Investing in Energy and Natural Gas 44:38 The Barbell Portfolio Strategy 45:17 Emerging Markets and Currency Devaluation 52:53 The Potential Ceasefire in Ukraine 59:15 Valuation and Investment Strategies 01:04:19 Avoiding Shorts on Meme Stocks 01:06:50 Recommended Reading: Capital Returns 01:07:50 Conclusion and Final Thoughts
Om Podcasten
Welcome to The Business Brew
This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business.
Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.
While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.
We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.”
Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.
Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.
This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.