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Expert Investor: Andrew Brown (pt. 1) – Finding Insights In A Sea Of Information

10 June, 2018

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This episode marks a first for Equity Mates. Our first repeat guest! Who better to have back on than Andrew Brown, the Executive Director of East 72 Holdings. Andrew is one of the most insightful investors we’ve met in our time doing Equity Mates, and is a true contrarian. Do you think the internet has made old media a bad investment? Not Andrew, who since our first interview last year has done extremely well investing in legacy media companies like News Corp, Fairfax and Channel 9. Or do you think Uber’s rise means we should avoid investing in the taxi industry? Not Andrew, who has been investing in Cabcharge (he takes us through his logic behind the Cabcharge investment in great detail in part 2 of this interview, to be released Thursday). So we hope you all enjoy listening to Andrew as much as we enjoyed talking to him. In this episode you will learn: • Who Andrew is and how he invests at East 72 Holdings. • How Andrew’s stock tips from our last interview are going. • Andrew’s thoughts on McGrath Real Estate’s struggles. • Why Andrew’s old-school media picks have done so well over the last year. • Why Andrew isn’t backing down from his Apple short (Even after Warren Buffett has invested in the American tech giant). • Good ways to manage investing information. • The information sources Andrew doesn’t consider valuable. • Where you can find client letters from some of the world’s best hedge funds. • How Alec managed to overload his inbox trying to keep up with information. • How Twitter helped build the case against Blue Sky Stocks and Resources Discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Real Estate (ASX: MEA) • Kogan (ASX: KGN) • News Corp (ASX: NSW) • Nine entertainment group (ASX: NEC) • Fairfax (ASX: FXJ) • Domain (ASX: DHG) • Apple Inc (NASDAQ: AAPL) • Subreddit ‘Security Analysis’ • The three hedge fund letters Andrew mentioned: • Horizon Kinetics • Greenhaven Road • Greenwood Investments • Blue Sky Alternative Investments (ASX: BLA) [We know the audio isn’t perfect in this interview (especially with the background noise between 30min – 33min). Trust us, it’s worth persevering. Every time we speak to Andrew we leave as better investors and we’re confident listening to him will have the same impact on you.]

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Equity Mates Investing Podcast is a product of Equity Mates Media. 

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. 

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. 

Do not take financial advice from a podcast. 

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. 

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and expend that respect to all Aboriginal and Torres Strait Islander people today. 

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