Mike aka @NonGaap – Master of the Dark Arts of Corporate Governance

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.

Mike is an ex-activist investor who writes about tech, corporate governance, the power of friction & incentives, strategy, interpersonal board dynamics, and activist fights.

In this episode Mike and The Business Brew discuss everything from corporate governance to the potential for charismatic personalities to use their brand to make a run at real companies. Mike has a unique outlook on the world. Mike describes how the clues in corporate governance actions can help investors triangulate their ideas of valuation. At times, Mike will even use corporate governance changes as signals to initiate positions. For instance, he used clues to call a bottom on GrubHub shares and was correct.

Join The Business Brew as we discuss how a different analytical lens can potentially help improve analysis and returns. But more importantly, listen to a unique mind talk about how he looks at the world. It was a pleasure to chat with Mike.

A big thank you to Mathew Passy and his team for saving this episode.


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.

More from this show

///

Subscribe

Episode 9