Notes From The Beauty Contest

Notes From The Beauty Contest

From The Business Brew by Bill Brewster

March 21, 2026 · 1h 51m

About this episode

The episode features a discussion with @crashkolnikov about undercovered stocks, focusing on Regeneron and insights from the Notes From The Beauty Contest Substack.

@crashkolnikov on X, and author of Notes From The Beauty Contest Substack , joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered elsewhere. It got its start with a deep dive into Regeneron, which is a primary focal point of this discussion. We hope you enjoy. Sponsorship Information Thank you to ⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠ OG Sponsor Shoutout: Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , you will automatically get 2…

People in this episode

Host: Bill Brewster

Guest: @crashkolnikov

Topics covered

  • investing
  • stocks
  • Substack
  • financial analysis
  • market trends

Keywords

  • investing
  • stocks
  • Regeneron
  • Substack
  • Trata
  • Fiscal.ai
  • market analysis

Sponsors

Trata, Fiscal.ai

Mentioned in this episode

Organizations: Notes From The Beauty Contest, Y Combinator, Regeneron

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