Creator Post Archive
The Business Brew
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Oct 9, 2026
Evan Vanderveer - Customers are the North Star
Bill Brewster interviews Evan Vanderveer of Vans Capital about his investment philosophy, which focuses on 'customer fanatic' founder-led companies in emerging markets. The discussion highlights the evolution of their strategy toward high-quality, platform-based businesses like Kaspi, MercadoLibre, and Nu Holdings, emphasizing the importance of alignment and prudent credit management.
Oct 1, 2026
Bill and Mike Kelly
Bill Brewster interviews Michael Kelly, a Chick-fil-A owner-operator, about his career path, faith, and coaching philosophy. The conversation focuses on personal development, leadership, and the transition from a finance career to restaurant operations.
Sep 30, 2026
Steve Hou - Data Over Narrative
Bill Brewster interviews Steve Hou of Silicon Data regarding the economics of GPU compute, the development of rental price indices, and the launch of futures contracts on the CME. The discussion focuses on how data-driven insights into residual value and rental income are helping to commoditize compute and improve capital efficiency in the AI industry.
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