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Buffett’s Lucky Bet

Pilotless planes will routinely fly passengers by 2030. Machine intelligence will have passed the "Turing Test" by 2029. These are two examples of Long Bets sited in...

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March 3, 2017
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A Dangerous Mindset
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...

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August 30, 2016
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Chart Of The Day: Deal Multiples
Chart Of The Day: Deal Multiples Read More
August 18, 2015
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Don’t Ask The Barber If You Need A Haircut
Don't Ask The Barber If You Need A Haircut

The bulls are quick to cite a dozen or so reasons why the ratio of Market Capitalization to GDP is not an effective valuation...

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April 7, 2015
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Nowhere to Run

...

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March 12, 2015
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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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Getting Lucky
Getting Lucky

Emerging market equities, now trading at a discount to slower growing western markets, are beginning to look attractive by some measures (blue line...

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March 29, 2014
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Jumping Down the ZIRP Rabbit Hole

Markets are said to climb a wall of worry and investors have had plenty to worry about recently.  With China's first domestic corporate...

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March 10, 2014
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Folly of the Fed

I feel (a little) bad for picking on Bob yesterday.  I'm sure I'll get past it and I doubt the folks at Nuveen...

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January 13, 2014
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Where The Cheap Stocks Are
Where The Cheap Stocks Are

We recently came across an interview Jon Shayne did with Forbes back in October.  Although we have not yet met his acquaintance, Mr....

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January 14, 2013
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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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