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The Business Brew
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Bill Brewster long-form conversations with investors and operators.

In the last 30 days, The Business Brew produced 27 attributed ideas; most-discussed: EVO.ST, BLDR, TDW.

0
Ideas · 7d
27
Ideas · 30d
338
Ideas · all time
31
Episodes
Names this show discusses most
30D
EVO.ST · 3NU · 1
90D
EVO.ST · 3BLDR · 3TDW · 2NU · 1TSLA · 1FPH · 1CVCO · 1MT · 1

Theses first heard here · 21

Four-part survival guide for concentrated microcapFIRST HEARD 26 MAR
Top-down and bottom-up case for EM allocationFIRST HEARD 6 DEC
China's structural risks for investorsFIRST HEARD 6 DEC
Chinese AI models threaten US compute profitabilityFIRST HEARD 6 DEC
Life sciences sector early in recoveryFIRST HEARD 15 OCT
Latest attributed ideas · most recent first
10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Caspi's founder-led, customer-centric super app
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Jet2's package holiday model as resilient
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Evolution's growth resuming post-regulation
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Evolution's growth resumption after Asia issues
ORIGINAL IDEAFIRST ON EVO.ST IN 30 DAYSEVO.STOpen in Zortix →
10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Evolution from deep value to concentrated quality
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Fintech disruption of legacy banking
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Founder-led culture as long-term insurance
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Evolution's valuation discipline amid growth uncertainty
ORIGINAL IDEAFIRST ON EVO.ST IN 30 DAYSEVO.STOpen in Zortix →
10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Fintech loan book resilience in stress
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDENUOpen in Zortix →
10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Great investors say no to almost everything
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Kenneth Dart's stake and Evolution's buyback
ORIGINAL IDEAFIRST ON EVO.ST IN 30 DAYSEVO.STOpen in Zortix →
10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Board capital allocation ignorance as a risk
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Asset-value traps require aligned incentives
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Founder control enables long-term building
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10 OCT2W AGOEvan Vanderveer - Customers are the North Star
Customer satisfaction as leading KPI
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1 OCT4W AGOMichael Kelley - Building Business and Life
Classical Christian education fosters lifelong learning
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1 OCT4W AGOMichael Kelley - Building Business and Life
Homeschoolers as ideal QSR labor
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1 OCT4W AGOMichael Kelley - Building Business and Life
Leaving comfort zone to find personal truth
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1 OCT4W AGOMichael Kelley - Building Business and Life
Wisdom as the new scarce resource
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1 OCT4W AGOMichael Kelley - Building Business and Life
Mission-driven culture as a retention tool
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1 OCT4W AGOMichael Kelley - Building Business and Life
Chick-fil-A's COVID drive-thru advantage
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1 OCT4W AGOMichael Kelley - Building Business and Life
Coaching man defense to build character
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1 OCT4W AGOMichael Kelley - Building Business and Life
Early 20s as prime time for selfish personal development
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1 OCT4W AGOMichael Kelley - Building Business and Life
Competitiveness as an innate, double-edged trait
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1 OCT4W AGOMichael Kelley - Building Business and Life
AI's legal privacy risk for small entities
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1 OCT4W AGOMichael Kelley - Building Business and Life
Losing as a more powerful motivator than winning
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1 OCT4W AGOMichael Kelley - Building Business and Life
Generational pivot against AI hype
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23 SEP23 SEPSteve Hou - Data Over Narrative
GPU residual values higher than accounting depreciation
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23 SEP23 SEPSteve Hou - Data Over Narrative
AI compute shift from training to inference
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23 SEP23 SEPSteve Hou - Data Over Narrative
Structural inflation driving bond yield regime shift
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION