https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2998 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, investors can learn a lot from Warren Buffett’s pivot on airlines as an investment. Here’s an excerpt from the interview: Tobias Carlisle: That’s where I spend my time. Let’s talk about airlines a little bit, … Read More
If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Side
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2616 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, if there’s a Wall Street analyst hammering a company, investors really need to know why, before taking the other side. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change gears again. I don’t … Read More
Phil Fisher’s Scuttlebutt Can Still Be Used To Find Great Opportunities Today
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2086 During his recent interview with Tobias, Bill Brewster, who runs Sullimar Capital Group demonstrates how Phil Fisher’s scuttlebutt can still be used to find great opportunities today. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about Ubiquiti. What’s the story there and how did you find it? … Read More
(Ep.15) The Acquirers Podcast: Bill Brewster – Brewster’s Millions, A Masterclass In Business Analysis
Summary In this episode of The Acquirer’s Podcast Tobias chats with Bill Brewster, who runs Sullimar Capital Group. During the interview Bill provided some great business analysis into a number of companies including AB InBev, GE, Netflix, and Ubiquiti. He also discusses: – How He Went From The Flooring Business … Read More