Stansberry Investor Hour
BAM CIO Chris Pavese was interviewed on the Stansberry Investor Hour podcast. ...
July 23, 2019
Ciò Che Stiamo Leggendo
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
True Profits
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
Common Sense
“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
Sex, Bribes and Tax Aversion
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
Forever Blowing Bubbles
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
Buffett’s Alpha & Suspicious Minds
In a few weeks, I'll be officially crossing Berkshire's Annual Meeting off my bucket list. Many thanks to our friends in the furniture...
March 24, 2014
Pictures & Slides
"The mind-numbing media avalanche threatens to make war, terrorism and catastrophe banal, to turn the maimed and the dead into mere meat. What...
January 5, 2014