Ladies and gentlemen, welcome to the business Brew.
I'm your host, Bill Brewster. I wanted to drop in and give an
update. We got an episode in sort of
compliance review for lack of a better term that should be out
next week. I am going to be choppy here for
the next few weeks. I'm going on a family vacation
to the shy what up Chicago. And so that that's this week,
but next week, the following week, which is what the week of
June 24th, I will be in New York City because I am helping the
CFA Society of New York and moderating a panel on
international value investing at the 11th annual Ben Graham
Conference. I would encourage you to come
out and see the group. I think it's gonna be a, a solid
panel. And I just noticed on the
website that I do not have comma CFA after my name.
I may get a slap on the wrist, but alas, I will deal with the
consequences. The, the speaker list for that
day is quite good. I'm excited to, to see it and I
hope to, to meet some of you out there.
It should be a good time. Man, I got this cough.
For those that don't know, I had COVID recently and that was no
joke. And my public service
announcement to you is if you're feeling sick, go to the doctor,
especially if you're fluy. And man, I can't get rid of this
anyway. I would, I would go to the
doctor and I would get Paxlovid because the only downside to Pax
Lovid is the after taste and the upside is you feel like a human
again, which is a pretty good trade on a risk reward skew.
Anyway, I don't know. I'd, you know, I've, I've bumped
into some things in my life that have required some help and I've
reached out to some of the listeners and some of my network
and I just wanna communicate how grateful I am that I deserve any
spot in your ear. And to the people that have been
willing to help me, I, I cannot thank you enough.
And you know, my my personal view of life is I, I have never
been the type of person that can sit in a room alone and come up
with the correct or optimal answer.
I've always been the type of person that when I am in a group
and can bounce things off other people and and challenge others
and others challenge me. It is always ended up getting me
to a more optimal answer. And two, two mainstays in that I
would, I would be remiss if I didn't talk about Francisco and
Alex, my man, the science at hitting investing.
And you know, we're in contact all the time.
And I really, I need that. And, and some of you all have
been who I've reached out to recently.
And I just want to say thank you very much for being willing to
reciprocate. You know, to the extent that I'm
teaching you, I, I really, I really appreciate people
teaching me. The other thing is I am working
on a golf event that should should take well, it will take
place in November. We're working a little bit on a
location I was looking at Pinehurst.
The cost may or may not be a little bit prohibitive.
We'll sort of see what people say, but reach out to
business.brewgolf@gmail.com if you are interested in
participating in that event. I would love to have you.
I I'm going to do a number of these events.
The first one is probably gonna be a bit of a test run and I'm
going to be asking for some feedback and, and we're gonna
get this thing ironed out. You know, there's a tension for
me. On one hand I want, you know, I
mean, if it's golf, I want the brand to be dope and I want to
be at really cool courses. And the other side of me looks
at what it costs and I say, well, you know, there's a lot of
really good course courses that don't quite cost that much.
So I'm going to try to schedule things that I would want to pay
for and use that I would want to pay for.
And, you know, I, I think we can do something really cool
together. And that's kind of all I got for
today. I, I, it's, it's been an
interesting time to, I don't want to say like be alive or
invest because it always is. I was recently on value after
hours with Toby and Jake and we were kind of talking about it
and Toby said, well, when, when isn't it?
It's kind of hard. And I couldn't agree more with
that. I, I think that I probably could
have said some things differently, but the, the nice
thing about being on a mic is I constantly find things that I
don't think are, you know, that I haven't said well or that I
would take back or whatever. So one more example of not quite
being precise in a, in a conversation, but you know, kind
of wild to see the Mag 7 continue to do what they're
doing. I don't know, Will, will small
and midcaps ever get a bid? That'll be interesting to see.
Lots to watch. Always is what a market.
Anyway, much, much respect to you all.
Thank you so much for being a fan again
business.brewgolf@gmail.com if you're interested in in getting
on the list to man the cough, I apologize.
Can't sound good in your ear. Anyway, since brew
golf@gmail.com if you are interested in participating in
any of these events. I realize some of you are not
golfers, I am not really a hunting guy, but we'll find some
common ground at some point and I look forward to meeting you.
And I really appreciate your time and your fandom.
All right, I'ma stop being like, I appreciate this.
I appreciate that. I just wanted to get on the mic
and let you know what's going on.
Come out and see me in New York at the 11th annual Benjamin
Graham Conference. Shout out to the teacher's
teacher. Until next time, have a good
one. OK, bye.