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

<p>Today's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group.&nbsp;</p> <p>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.&nbsp;</p> <p>During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between.&nbsp;</p> <p>Here's the timeline:&nbsp;</p> <ul> <li>[0:00 - 6:00] Who is Bill Brewster?</li> <li>[7:00 - 10:00] How Bill's Investment Style Has Changed</li> <li>[11:00 - 19:00] Thinking About CEO Pay&nbsp;</li> <li>[20:00 - 27:00] The Power of Surviving</li> <li>[28:00 - 37:00] Lessons From Bill's Mistakes</li> <li>[38:00 - 44:00] RH &amp; Bill's Investment Process</li> <li>[46:00 - 55:00] How Bill Thinks About Valuation</li> <li>[56:00 - 60:00] Capital Accounts Blog Post</li> <li>[61:00 - 72:00] Incremental Free Cash Flow &amp; Industry Analysis</li> <li>[73:00 - End] Airline Industries &amp; What Bill Would Tell Young Investors</li> </ul> <p>Make sure you follow Bill on Twitter. His handle is <a href="https://twitter.com/BillBrewsterSCG">@BillBrewsterSCG</a></p> <p>You can also follow his blog at <a href="https://sullimarcapital.group/">https://sullimarcapital.group/</a></p> <p><br></p>