Brian Feroldi – Man or Machine?!

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.

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 (@liebermanaustin 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. Bill still isn’t totally comfortable with Brian saying the best investor he knows pays no attention to valuation, but there is also wisdom in Brian’s statement. Said oppositely, Bill has made very very stupid decisions because “the price reflected the risk.” So, the wisdom is in being insanely focused on business quality. 

To be very clear, Brian does care about valuation. The previous paragraph refers to a part of the conversation and not Brian’s philosophy. 

We hope you enjoy this conversation. If you do then please subscribe to Brian’s YouTube channel.

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Thank you for listening!


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.

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Episode 30