1 00:00:00,560 --> 00:00:03,240 Ladies and gentlemen, welcome to the business Brew. 2 00:00:03,240 --> 00:00:09,400 I'm your host, Bill Brewster. I wanted to drop in and give an 3 00:00:09,400 --> 00:00:13,720 update. We got an episode in sort of 4 00:00:13,720 --> 00:00:17,120 compliance review for lack of a better term that should be out 5 00:00:17,120 --> 00:00:21,320 next week. I am going to be choppy here for 6 00:00:21,320 --> 00:00:25,280 the next few weeks. I'm going on a family vacation 7 00:00:25,360 --> 00:00:31,240 to the shy what up Chicago. And so that that's this week, 8 00:00:31,240 --> 00:00:37,680 but next week, the following week, which is what the week of 9 00:00:38,240 --> 00:00:45,800 June 24th, I will be in New York City because I am helping the 10 00:00:45,960 --> 00:00:50,440 CFA Society of New York and moderating a panel on 11 00:00:50,440 --> 00:00:54,400 international value investing at the 11th annual Ben Graham 12 00:00:54,400 --> 00:00:58,400 Conference. I would encourage you to come 13 00:00:58,400 --> 00:01:03,000 out and see the group. I think it's gonna be a, a solid 14 00:01:03,000 --> 00:01:06,200 panel. And I just noticed on the 15 00:01:06,200 --> 00:01:09,720 website that I do not have comma CFA after my name. 16 00:01:09,720 --> 00:01:13,760 I may get a slap on the wrist, but alas, I will deal with the 17 00:01:13,760 --> 00:01:19,640 consequences. The, the speaker list for that 18 00:01:19,720 --> 00:01:24,200 day is quite good. I'm excited to, to see it and I 19 00:01:24,200 --> 00:01:26,040 hope to, to meet some of you out there. 20 00:01:26,560 --> 00:01:29,600 It should be a good time. Man, I got this cough. 21 00:01:31,600 --> 00:01:35,960 For those that don't know, I had COVID recently and that was no 22 00:01:35,960 --> 00:01:38,440 joke. And my public service 23 00:01:38,440 --> 00:01:42,000 announcement to you is if you're feeling sick, go to the doctor, 24 00:01:42,000 --> 00:01:46,360 especially if you're fluy. And man, I can't get rid of this 25 00:01:47,440 --> 00:01:48,840 anyway. I would, I would go to the 26 00:01:48,840 --> 00:01:53,360 doctor and I would get Paxlovid because the only downside to Pax 27 00:01:53,360 --> 00:01:57,440 Lovid is the after taste and the upside is you feel like a human 28 00:01:57,440 --> 00:02:00,720 again, which is a pretty good trade on a risk reward skew. 29 00:02:02,600 --> 00:02:06,720 Anyway, I don't know. I'd, you know, I've, I've bumped 30 00:02:06,720 --> 00:02:13,120 into some things in my life that have required some help and I've 31 00:02:13,120 --> 00:02:17,920 reached out to some of the listeners and some of my network 32 00:02:18,480 --> 00:02:26,040 and I just wanna communicate how grateful I am that I deserve any 33 00:02:26,040 --> 00:02:30,160 spot in your ear. And to the people that have been 34 00:02:30,160 --> 00:02:34,200 willing to help me, I, I cannot thank you enough. 35 00:02:34,400 --> 00:02:40,480 And you know, my my personal view of life is I, I have never 36 00:02:40,480 --> 00:02:46,440 been the type of person that can sit in a room alone and come up 37 00:02:46,440 --> 00:02:50,040 with the correct or optimal answer. 38 00:02:50,560 --> 00:02:54,040 I've always been the type of person that when I am in a group 39 00:02:54,320 --> 00:03:01,280 and can bounce things off other people and and challenge others 40 00:03:01,280 --> 00:03:05,800 and others challenge me. It is always ended up getting me 41 00:03:05,800 --> 00:03:12,400 to a more optimal answer. And two, two mainstays in that I 42 00:03:12,400 --> 00:03:15,480 would, I would be remiss if I didn't talk about Francisco and 43 00:03:15,480 --> 00:03:18,120 Alex, my man, the science at hitting investing. 44 00:03:18,600 --> 00:03:21,240 And you know, we're in contact all the time. 45 00:03:21,240 --> 00:03:25,520 And I really, I need that. And, and some of you all have 46 00:03:25,720 --> 00:03:28,360 been who I've reached out to recently. 47 00:03:28,800 --> 00:03:32,880 And I just want to say thank you very much for being willing to 48 00:03:33,360 --> 00:03:36,400 reciprocate. You know, to the extent that I'm 49 00:03:36,400 --> 00:03:39,160 teaching you, I, I really, I really appreciate people 50 00:03:39,160 --> 00:03:43,040 teaching me. The other thing is I am working 51 00:03:43,040 --> 00:03:47,000 on a golf event that should should take well, it will take 52 00:03:47,000 --> 00:03:48,960 place in November. We're working a little bit on a 53 00:03:48,960 --> 00:03:52,200 location I was looking at Pinehurst. 54 00:03:52,200 --> 00:03:55,640 The cost may or may not be a little bit prohibitive. 55 00:03:55,640 --> 00:04:02,160 We'll sort of see what people say, but reach out to 56 00:04:02,600 --> 00:04:08,040 business.brewgolf@gmail.com if you are interested in 57 00:04:08,200 --> 00:04:10,760 participating in that event. I would love to have you. 58 00:04:10,840 --> 00:04:14,360 I I'm going to do a number of these events. 59 00:04:14,560 --> 00:04:19,079 The first one is probably gonna be a bit of a test run and I'm 60 00:04:19,079 --> 00:04:22,640 going to be asking for some feedback and, and we're gonna 61 00:04:22,640 --> 00:04:26,720 get this thing ironed out. You know, there's a tension for 62 00:04:26,720 --> 00:04:29,440 me. On one hand I want, you know, I 63 00:04:29,440 --> 00:04:32,120 mean, if it's golf, I want the brand to be dope and I want to 64 00:04:32,120 --> 00:04:37,000 be at really cool courses. And the other side of me looks 65 00:04:37,000 --> 00:04:39,600 at what it costs and I say, well, you know, there's a lot of 66 00:04:39,600 --> 00:04:42,080 really good course courses that don't quite cost that much. 67 00:04:42,080 --> 00:04:45,560 So I'm going to try to schedule things that I would want to pay 68 00:04:45,560 --> 00:04:47,920 for and use that I would want to pay for. 69 00:04:48,400 --> 00:04:51,560 And, you know, I, I think we can do something really cool 70 00:04:51,560 --> 00:04:55,600 together. And that's kind of all I got for 71 00:04:55,600 --> 00:04:58,160 today. I, I, it's, it's been an 72 00:04:58,160 --> 00:05:04,400 interesting time to, I don't want to say like be alive or 73 00:05:04,400 --> 00:05:09,280 invest because it always is. I was recently on value after 74 00:05:09,280 --> 00:05:12,960 hours with Toby and Jake and we were kind of talking about it 75 00:05:13,080 --> 00:05:15,880 and Toby said, well, when, when isn't it? 76 00:05:16,040 --> 00:05:19,760 It's kind of hard. And I couldn't agree more with 77 00:05:19,760 --> 00:05:22,520 that. I, I think that I probably could 78 00:05:22,520 --> 00:05:25,520 have said some things differently, but the, the nice 79 00:05:25,520 --> 00:05:29,640 thing about being on a mic is I constantly find things that I 80 00:05:29,640 --> 00:05:33,280 don't think are, you know, that I haven't said well or that I 81 00:05:33,280 --> 00:05:37,560 would take back or whatever. So one more example of not quite 82 00:05:37,560 --> 00:05:41,360 being precise in a, in a conversation, but you know, kind 83 00:05:41,360 --> 00:05:44,840 of wild to see the Mag 7 continue to do what they're 84 00:05:44,840 --> 00:05:47,600 doing. I don't know, Will, will small 85 00:05:47,600 --> 00:05:50,800 and midcaps ever get a bid? That'll be interesting to see. 86 00:05:51,240 --> 00:05:53,760 Lots to watch. Always is what a market. 87 00:05:54,360 --> 00:05:57,600 Anyway, much, much respect to you all. 88 00:05:58,200 --> 00:06:00,440 Thank you so much for being a fan again 89 00:06:00,440 --> 00:06:05,240 business.brewgolf@gmail.com if you're interested in in getting 90 00:06:05,240 --> 00:06:13,080 on the list to man the cough, I apologize. 91 00:06:13,080 --> 00:06:17,320 Can't sound good in your ear. Anyway, since brew 92 00:06:17,320 --> 00:06:21,320 golf@gmail.com if you are interested in participating in 93 00:06:21,320 --> 00:06:23,920 any of these events. I realize some of you are not 94 00:06:23,920 --> 00:06:29,120 golfers, I am not really a hunting guy, but we'll find some 95 00:06:29,120 --> 00:06:31,720 common ground at some point and I look forward to meeting you. 96 00:06:32,000 --> 00:06:34,680 And I really appreciate your time and your fandom. 97 00:06:35,000 --> 00:06:37,680 All right, I'ma stop being like, I appreciate this. 98 00:06:37,680 --> 00:06:40,200 I appreciate that. I just wanted to get on the mic 99 00:06:40,200 --> 00:06:41,560 and let you know what's going on. 100 00:06:41,880 --> 00:06:46,760 Come out and see me in New York at the 11th annual Benjamin 101 00:06:46,760 --> 00:06:50,160 Graham Conference. Shout out to the teacher's 102 00:06:50,160 --> 00:06:54,960 teacher. Until next time, have a good 103 00:06:54,960 --> 00:06:56,000 one. OK, bye.