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Stansberry Investor Hour

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

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July 23, 2019
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Unicorpse
Unicorpse

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

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April 11, 2016
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Ciò Che Stiamo Leggendo
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...

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July 16, 2015
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Sweetness

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

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October 20, 2014
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True Profits
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...

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September 22, 2014
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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...

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September 12, 2014
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Sex, Bribes and Tax Aversion
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...

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July 21, 2014
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Forever Blowing Bubbles
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...

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April 18, 2014
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Buffett’s Alpha & Suspicious Minds
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...

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March 24, 2014
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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...

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January 5, 2014
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About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
The Broyhill Letter
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