Letters & Links Archives - Broyhill Asset Management

In this episode of Behind the Balance Sheet with Stephen Clapham, BAM President and CIO Chris Pavese talks about how investing straddles left...

July 28, 2022

Earlier this month, BAM President and CIO Chris Pavese was invited to speak with Dan Ferris, host of Stansberry Investor Hour podcast. Needless...

June 17, 2022

BAM CIO Chris Pavese was interviewed on the Stansberry Investor Hour podcast. ...

July 23, 2019

Speculation in the high tech world appears to have ended early this year. As noted by Prem Watsa, in Fairfax Financial Holdings' Annual Letter...

April 11, 2016

Dad's 70th birthday prompted my current "workation" in Italy, which has provided ample time for reading, thinking and writing. One week in and...

July 16, 2015

I recently had the opportunity to spend some time with Don Yaeger. I'm embarrassed to say that before I did, I had no...

October 20, 2014

In a recent presentation, available here, we included a slide displaying the gap between actual and trend earnings per share. We concluded that...

September 22, 2014

“It wouldn’t be overstating the case to say that investors face a crisis of low returns: less than they want or expect, and...

September 12, 2014

Last week, U.S. drugmaker AbbVie bought Dublin-based Shire in a $54.7 billion deal that will allow it to slash its tax bill by...

July 21, 2014

It's been quiet on The Blue Ridge lately, which usually means we're busy working on new ideas. In this case, we've also been...

April 18, 2014