Value Returns
“As the opportunities to add value increase so does the personal risk, the career risk and the business risk, until finally there will...
December 10, 2020
CFA Society North Carolina Asset Owner Series Panel
Our very own BAM CIO, Chris Pavese, was a panelist on the inaugural CFA Society North Carolina ("CFANC") Asset Owner Series ("AOS") Panel...
November 1, 2019
Stansberry Investor Hour
BAM CIO Chris Pavese was interviewed on the Stansberry Investor Hour podcast. ...
July 23, 2019
Thoughts on auto auctions and horse manure
We recently presented our investment thesis on KAR Auction Services (KAR) at ValueX Vail. Aside from a "leisurely hike" up the mountain at...
June 26, 2019
A Dangerous Mindset
In our mid-year letter to investors, we explained that weird stuff happens when rates fall below zero. The bottom line, while difficult to...
August 30, 2016
Joel Greenblatt on Value Investing
I recently re-read Greenblatt's Little Book That Beats The Market to prepare for a presentation to Jacob's Fork Middle School on investing (see...
March 30, 2015
Are You Smarter Than a 7th Grader?
My wife's 7th grade class is currently learning about percentage change so the math teacher at Jacob's Fork Middle School has the students following...
February 14, 2015