Michael Mitchell – Fundamental Opportunist

Hosted by
Bill Brewster

Bill Brewster 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.

Welcome to the first episode of The Business Brew.  Our first guest is Michael Mitchell. Michael is a former partner at Locust Wood Capital Advisors.  He describes himself as 80% Greenblatt and 20% Buffett.  Alternatively, he can be described as fundamental and opportunistic.  Labels aside, he’s a great thinker and a cool guy.  So enjoy the episode and please subscribe to our feed.

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Episode 1