Chris Cerrone - A Simple, Quality Discussion episode artwork

EPISODE · Feb 3, 2022 · 1H 59M

Chris Cerrone - A Simple, Quality Discussion

from The Business Brew · host Bill Brewster

Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more.  Chris’ paper, The Art of (Not) Selling, really made an impression on Bill.  This discussion follows up on that paper, among other topics.   Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University.   Bill really enjoyed listening to Chris talk about how Mr. Akre would push Chris to find the essence of a business.  That enables an analyst to then focus on THE most important question.   Books mentioned include: https://www.amazon.com/Zen-Art-Motorcycle-Maintenance-Inquiry/dp/0060589469 https://www.amazon.com/Lila-Inquiry-Robert-M-Pirsig/dp/0553299611/ref=pd_lpo_2?pd_rd_i=0553299611&psc=1 https://www.amazon.com/The-Art-of-Learning-Josh-Waitzkin-audiobook/dp/B00JE2WEEK/ref=sr_1_1?crid=3DQ5DXHBNOWB7&keywords=the+art+of+learning&qid=1643803876&s=books&sprefix=the+art+of+learning%2Cstripbooks%2C83&sr=1-1   Detailed show notes below the Stream by Mosiac sponsor copy and thank yous.   Please leave us a rating in your favorite podcast player!   This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit <a title="Protected by Outlook: https://streamrg.co/BB. Click or tap to follow the link." href= "https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fstreamrg.co%2FBB&data=04%7C01%7C%7C70054cdcfd2f4ab

Episode metadata supplied by the publisher feed · Published Feb 3, 2022

Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more.  Chris’ paper, The Art of (Not) Selling, really made an impression on Bill.  This discussion follows up on that paper, among other topics.   Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University.   Bill really enjoyed listening to Chris talk about how Mr. Akre would push Chris to find the essence of a business.  That enables an analyst to then focus on THE most important question.   Books mentioned include: https://www.amazon.com/Zen-Art-Motorcycle-Maintenance-Inquiry/dp/0060589469 https://www.amazon.com/Lila-Inquiry-Robert-M-Pirsig/dp/0553299611/ref=pd_lpo_2?pd_rd_i=0553299611&psc=1 https://www.amazon.com/The-Art-of-Learning-Josh-Waitzkin-audiobook/dp/B00JE2WEEK/ref=sr_1_1?crid=3DQ5DXHBNOWB7&keywords=the+art+of+learning&qid=1643803876&s=books&sprefix=the+art+of+learning%2Cstripbooks%2C83&sr=1-1   Detailed show notes below the Stream by Mosiac sponsor copy and thank yous.   Please leave us a rating in your favorite podcast player!   This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit <a title="Protected by Outlook: https://streamrg.co/BB. Click or tap to follow the link." href= "https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fstreamrg.co%2FBB&data=04%7C01%7C%7C70054cdcfd2f4ab

PodParley-generated summary based on available episode metadata and transcript content.

NOW PLAYING

Chris Cerrone - A Simple, Quality Discussion

0:00 1:59:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Business Brew?

This episode is 1 hour and 59 minutes long.

When was this The Business Brew episode published?

This episode was published on February 3, 2022.

What is this episode about?

Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more.  Chris’ paper, The Art of (Not) Selling, really made an...

Can I download this The Business Brew episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!