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Episode 23: Managing Through A Crisis w/ Bill Brewster, SCG Capital


Today’s guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group.

I’m excited to share our conversation as Bill’s quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show.

During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between.

Here’s the timeline:

  • [0:00 – 6:00] Who is Bill Brewster?
  • [7:00 – 10:00] How Bill’s Investment Style Has Changed
  • [11:00 – 19:00] Thinking About CEO Pay
  • [20:00 – 27:00] The Power of Surviving
  • [28:00 – 37:00] Lessons From Bill’s Mistakes
  • [38:00 – 44:00] RH & Bill’s Investment Process
  • [46:00 – 55:00] How Bill Thinks About Valuation
  • [56:00 – 60:00] Capital Accounts Blog Post
  • [61:00 – 72:00] Incremental Free Cash Flow & Industry Analysis
  • [73:00 – End] Airline Industries & What Bill Would Tell Young Investors

Make sure you follow Bill on Twitter. His handle is @BillBrewsterSCG

You can also follow his blog at https://sullimarcapital.group/

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Brandon Beylo

Senior Partner at MO, PM at Foundation Capital, lead value investor, ValueHive podcast host, and a tennis nut. https://www.x.com/marketplunger1

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

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Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

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