Bill Brewster @billbrewster.bsky.social · 24/11/2025I’m sure helping finance WBD will do very well for them… 042
Bill Brewster @billbrewster.bsky.social · 24/11/2025This is a decent summary podcasts.apple.com/us/podcast/t...podcasts.apple.comJust Some BillPodcast Episode · The Business Brew · 11/21/2025 · 31m 000
Bill Brewster @billbrewster.bsky.social · 23/11/2025Word word. Well, I’ll try to login more frequently. 010
Bill Brewster @billbrewster.bsky.social · 23/11/2025Things are mostly good. Looking forward to a nice time with the fam this week. 110
Bill Brewster @billbrewster.bsky.social · 23/11/2025Blue skying. How things over in these parts? 4110
Bill Brewster @billbrewster.bsky.social · 10/05/2025Sort of want to troll that person. Won’t. But the desire is big. 060
Bill Brewster @billbrewster.bsky.social · 10/05/2025Competitors have limited access to the capital markets. Eventually there will be a shortage for these vessels if no boats are produced. It’s basically a capital cycle call. 100
Bill Brewster @billbrewster.bsky.social · 10/05/2025~12 years. See s25.q4cdn.com/923634175/fi... Think your hatred makes sense. Investment hypothesis can be distilled to: Buying well below replacement value. Until TDW hits $3-4Bn in mkt cap or day rates go way higher there’s almost no incentive to build any new boats.s25.q4cdn.com 100
Bill Brewster @billbrewster.bsky.social · 09/05/2025Yeah, I had some Mexico exposure that did quite well YTD. I like offshore services a lot right now. Especially after this past week. Trying to figure a smart way to play it. TDW is Robotti’s idea. I think it’s a layup here. Would sell around $90-105. 100
Bill Brewster @billbrewster.bsky.social · 08/05/2025Ha. Prolly buy a ton of private credit and QQQ to fade my thoughts! 010
Bill Brewster @billbrewster.bsky.social · 08/05/2025Can you not search hashtags here? How does this place work? 420
Bill Brewster @billbrewster.bsky.social · 08/05/2025Idk. Just something Bessent cited as a reason for long delays around April. He advocated more of a flex staffing regime. Seems not impossible for basic Q&A. 100
Bill Brewster @billbrewster.bsky.social · 06/05/2025Interesting that the IRS has the same number of call center employees throughout the year. Flexing that makes sense. 110
Bill Brewster @billbrewster.bsky.social · 06/05/2025Just got done with Berkshire. Sounds like Buffett will be on Earth for a while longer. Was worried we might be going the other way there. Time for him to get that sex change! 020
Bill Brewster @billbrewster.bsky.social · 06/05/2025Rumor has it the bots don’t exist here. Can this be true? 630
Bill Brewster @billbrewster.bsky.social · 12/12/2024No doubt. I own a good amount of treasuries. So owning more doesn’t make a ton of sense. Kind of thinking of it as a business risk barbell. 000
Bill Brewster @billbrewster.bsky.social · 12/12/2024In 1999 real businesses weren’t terribly overvalued. It was speculative bullshit that was. Don’t think this is quite the same given where many quality businesses trade. Outside some liquidity draining event FANGM seems reasonable enough to me. If a crash happens equity isn’t where I’d wanna b 110
Bill Brewster @billbrewster.bsky.social · 12/12/2024I’d rather own treasuries. Or cyclical equities. I’m leaning towards some cyclicals. 120
Bill Brewster @billbrewster.bsky.social · 11/12/2024Hated has usually done well for me. Last year it was financials. Though, someone did that for me. Worked. Pretty damn well. 000
Bill Brewster @billbrewster.bsky.social · 11/12/2024Yep. It does. Life sciences isn’t loved. And it isn’t “a value investor’s” part of the market. Something like offshore oil services, which is a value investor playground, will probably also do well. 210
Bill Brewster @billbrewster.bsky.social · 11/12/2024Private equity returns are going to suck. Hated parts of the market will outperform over the next 10 years. FANGM is not overvalued. Private credit isn’t worth the risk. Patience will be rewarded. This isn’t 1999. But it’s getting close. And we will get there. Those are my thoughts. 5292
Bill Brewster @billbrewster.bsky.social · 11/12/2024media.tenor.comBanging The Table Dave Chappelle GIFALT: Banging The Table Dave Chappelle GIF 010
Bill Brewster @billbrewster.bsky.social · 07/12/2024This is a great listen. Especially if you like capital cycle theory. youtu.be/jE9clg6TSVAyoutu.beRobotti & Company Annual Meeting 2024YouTube video by Robotti & Company, Inc. 0150
Bill Brewster @billbrewster.bsky.social · 07/12/2024Please report as well. Scammers going to scam 171
Reposted by Bill BrewsterAl Atencio 🦉 @theyounginvestor.bsky.social · 02/12/2024Here's a great Starter Pack of #investing #finance #markets Did I miss anyone important in this list? Recently added @datatrekresearch.bsky.social @bportnoy.bsky.social @billbrewster.bsky.social @elerianm.bsky.social @cullenroche.bsky.social 🔁 or ❤️ for reach Great to see Fin-bsky ✈️ 492
Bill Brewster @billbrewster.bsky.social · 01/12/2024This week’s podcast dropped yesterday. Fun convo. As an aside, Spotify has become a real pain in the ass to upload to. And the Spotify link wouldn’t copy to paste here. 🤷🏻♂️ podcasts.apple.com/us/podcast/t...podcasts.apple.comRyan Dobratz - Real OpportunitiesPodcast Episode · The Business Brew · 11/30/2024 · 1h 22m 050
Bill Brewster @billbrewster.bsky.social · 01/12/2024Don’t let some facts get in the way of a good story ser. 030
Bill Brewster @billbrewster.bsky.social · 01/12/2024Prolly a function of my age but I have a lot of people I interact with that are asking themselves “now what?” 070
Bill Brewster @billbrewster.bsky.social · 01/12/2024Yeah. Just not sure where we are going with this. My point is the team that’s assembled now is more likely to accomplish Trump’s vision. They had 4 off years to find the “right” people for them. Not really about one guy. More about time to build a team. 100
Bill Brewster @billbrewster.bsky.social · 01/12/2024Agree. Just think they’d argue they are doing their jobs. And I think they mostly are. I even think the Spirit decision wasn’t *that* stupid. Not sure what would have done as the judge. 010
Bill Brewster @billbrewster.bsky.social · 01/12/2024Lots of government going away. Whether it ends up getting rebuilt remains to be seen. That said, no one wants to touch entitlements. And that’s where the real meat is. 110
Bill Brewster @billbrewster.bsky.social · 01/12/2024I don’t see how people could think this. The guy had 4 years to assemble a group of people that would work with him instead of against him. 280
Reposted by Bill BrewsterKevin Zatloukal @kcz.at · 24/11/2024Marcus notes in his post that, while synthetic data isn't nearly as valuable in general, you can use it to train step-by-step reasoning. That should let us to create an LLM that reliably adds large numbers, giving us the most expensive calculator ever created! garymarcus.substack.com/p/a-new-ai-s...garymarcus.substack.comThe new AI scaling law shell gameScaling laws were supposed to be, well, laws. 031
Bill Brewster @billbrewster.bsky.social · 01/12/2024Got a 1,000 followers in this biatch Dolla Dolla Bills Yall 1140
Bill Brewster @billbrewster.bsky.social · 01/12/2024I don’t mind them being brought for the purpose of moving law in a direction. Also think the arguments deserve to be heard. Even if they are arguably weak. 150
