028 Bill Brewster: Growing as an Investor
Join Bill Brewster and 7investing Advisor Matthew Cochrane as they discuss Bill's investment style and evolution as an investor.
Stocks Discussed: Qurate Retail (QRTEA), Transdigm Group (TDG), Charter Communications (CHTR), Berkshire Hathaway (BRKB), Wells Fargo (WFC)
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Timestamps:
00:00 Introduction
00:30 "Value After Hours": Podcast Bill co-hosts
01:00 How Bill got into active investing and managing his family's money
05:00 The importance of investor behavior
08:00 Bill's thoughts on the current state of stock market indexes
09:20 How Bill's investing process has changed with more experience
11:00 How Bill thinks about "value" vs "growth" investing
14:00 Staying within circle of competence vs expanding it
16:00 Bill's portfolio structure and why he is more confident than ever before. Qurate Retail (QRTEA), Transdigm (TDG), Charter Communications (CHTR), Berkshire Hathaway (BRKB), Wells Fargo (WFC)
18:00 Bullish thesis on Qurate Retail (QRTEA)
18:45 Irrational market behavior that's making Bill nervous about the market
19:30 Bill's 2.5 year suicide prevention charity bet with Austin on which company will provide better shareholder returns Qurate Retail (QRTEA) vs Zoom (ZM)
30:00 Bullish thesis on Wells Fargo (WFC)
33:30 "Long term buy and hold" vs "buy low sell high"
39:25 Tips for teaching kids about finance and investing
41:00 Find bill @billbrewsterSCG on Twitter
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