The Value Architect

In this episode of Behind the Balance Sheet with Stephen Clapham, BAM President and CIO Chris Pavese talks about how investing straddles left...
In this episode of Behind the Balance Sheet with Stephen Clapham, BAM President and CIO Chris Pavese talks about how investing straddles left...
Phillip Morris International, Inc. (PM) is the largest tobacco company in the world (ex-China), with products sold in over 180 countries. While company...
Earlier this month, BAM President and CIO Chris Pavese was invited to speak with Dan Ferris, host of Stansberry Investor Hour podcast. Needless...
We are pleased to share our annual letter to investors. Click here or on the image below, for an analysis of performance and portfolio...
We are pleased to share our mid-year letter to investors. In this letter, we’ll review our performance through the first half of the year,...
All knowledge is cumulative. Successful investors compound their wisdom through broad reading over a lifetime. The following pages outline our reading journey over...
An organization does not live by its members agreeing with one another at all times about everything. It lives by people committing to...
In our last post, The Octopus & The Shark, we explained how too much time hunting like a shark can take a toll...
Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them. - Andy Grove, former CEO of Intel A good...
Broyhill Asset Management’s CIO, Chris Pavese, was featured in the March 2021 issue of Value Investor Insight. A special thank you to John Heins...