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Brian Feroldi - Man or Machine?!

Brian Feroldi - Man or Machine?!

FromThe Business Brew


Brian Feroldi - Man or Machine?!

FromThe Business Brew

ratings:
Length:
98 minutes
Released:
May 20, 2021
Format:
Podcast episode

Description

Brian Feroldi (@brianferoldi on Twitter) joined The Business Brew to discuss his investment philosophy.  Brian is doing some very cool things to spread the message of personal finance and intelligent investing.  Matt Cochrane (@matt_cochrane on Twitter) and Austin Lieberman (@libermanaustin on Twitter) vouch for him as a person.  That means something to Bill.      As for the discussion, Bill enjoyed speaking to Brian very much.  Brian is process driven, open minded, and implements a different style from Bill's.  Thus, he's exactly the type of guest Bill looks to speak to.     Bill's takeaways from this conversation are as follows:   Brian is smart, writes everything down, has an intelligent mental model of how the world works, is trying his best to do something positive for the finance industry, and has a passion for learning. He looks for businesses with huge potential and market caps that are capable of growing for a long time.  He articulates some of the concepts behind David Gardner's "Rule Breaker" philosophy very well in this episode.    Studying the philosophy that underlies Brian's strategy has been a great experience for Bill.  The strategy is very different from Warren Buffett's, but it has created impressive outcomes for those that follow it.  While Buffett takes large swings, Brian's strategy involves owning many companies and allowing the stocks to grow into concentrated bets. As he says, "make your biggest holdings earn their spot."   We hope you enjoy this conversation.  If you do then please subscribe to Brian's Substack https://brianferoldi.substack.com/ and YouTube channel at https://www.youtube.com/channel/UCs60_Z83HU76uygzHRQl0kA.  ALSO, PLEASE GIVE US A 5 STAR RATING IN THE APP STORE IF YOU LIKE WHAT WE ARE DOING.     Thank you for listening!
Released:
May 20, 2021
Format:
Podcast episode

Titles in the series (100)

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.