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NNC Update

The initial September 22nd deadline for voting against the Nuveen North Carolina Municipal Income fund (ticker: NNC) has been extended.  We stand resolute...

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October 10, 2019
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Better Options for NC Munis

We are voting against Nuveen’s proposal to restructure the Nuveen North Carolina Municipal Bond fund (NNC) and we think you should join our...

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September 11, 2019
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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...

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June 26, 2019
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Spinning Gold
Spinning Gold

“Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a burning match. You...

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March 13, 2019
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BROTOX with a Catalyst
BROTOX with a Catalyst

I attended my first BOTOX party this year.   While I resisted the urge to join in the festivities, I believe the upside from...

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June 11, 2018
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Virtual Risks to Ashley Madison?
Virtual Risks to Ashley Madison?

In our last post, SeaWorld Worst Case, Not So Bad, we discussed the importance of questioning one’s assumptions. "Sometimes, the answer is obvious. New...

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March 26, 2016
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SeaWorld Worst Case, Not So Bad
SeaWorld Worst Case, Not So Bad

Investors like to talk about what’s working in the portfolio. It feels good to talk about investments which have played out as expected....

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March 20, 2016
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Managing a Creative Culture
Managing a Creative Culture

Edwin Catmull left Lucasfilm in 1986 when the firm's digital division was purchased by Steve Jobs, marking the birth of Pixar.  After Disney...

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November 17, 2015
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Eye Candy
Eye Candy

While auto investors continue to ponder when used car prices will turn down, Ferrari's IPO priced at the top of its range, giving...

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November 12, 2015
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TWX: Taking Stock of Old Opinions

"An individual has a stock of old opinions already, but he meets a new experience that puts them to strain. Somebody contradicts them;...

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October 20, 2015
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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.
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