williambrewster.scg@outlook.com
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Episodes: 200
Frequency: Irregular
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
YouTube: 3.6k subscribers
Instagram: 18 followers
williambrewster.scg@outlook.com
For verified host and producer emails, sign up to view.
Bill Brewster - Host of The Business Brew. Launched the show to move beyond prepackaged podcast content toward in-depth, long-form analysis of finance, capital allocation, and the psychology of investing and runni...
Peter Mantas - Follow-up On Uniqure/amt-130 Regulatory Terrain And Investor Takeaways After A Washington DC Trip; Referenced Substack Thesis And Deeper Understanding Of The FDA Vs Uniqure Fight.
Asheef Lalani - Update On Fairfax Financial After Nearly Three Years Of Ownership; Capital Allocation And Investment Thinking.
Charles Frischer - Update On Fairfax Financial After Nearly Three Years Of Ownership; Portfolio/investment Perspective And Outcomes.
Evan Tindell - Update Anchored In Evan’s Q4 Letter; Reflections On Portfolio Thinking And Lessons From Prior Mistakes.
Another FDA vs uniQure Episode
May 07, 2026
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. Describing his trip on his Substack: "I flew to Washington D.C. on Friday (and drove to Baltimore on Saturday) with a thesis. I left with something harder to quantify, not a different thesis exactly, but a materially deeper understanding of the terrain on which this thesis will ultimately ...
Revisiting Fairfax Financial
April 30, 2026
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 them to return to the program after almost 3 years of ownership and fresh off the annual meeting. We hope the episode provides a good update to the first. Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a ...
Evan Tindell
April 24, 2026
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 some mistakes he made in 2024. In that show he made the case for foreign stocks. The portfolio he discussed at that time did quite well (our words; not his) in 2025. Find out what he's thinking about now. And hopefully have a few laughs along the way. Sponsorship InformationThank yo...
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