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...
October 10, 2019
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...
September 11, 2019
Broyhill 2019 Mid-Year Letter
We are pleased to share our 2019 mid-year letter to investors. Click here or on the image below for an update on portfolio performance,...
August 26, 2019
Storytelling with Data
Data visualization sits at the intersection of science and art. Having all the information in the world readily available at our fingertips doesn’t make...
August 13, 2019
Stansberry Investor Hour
BAM CIO Chris Pavese was interviewed on the Stansberry Investor Hour podcast. ...
July 23, 2019
On Writing
When I look back at some of our early letters, it’s possible that they could have been written by Dr. Fox. But over...
July 11, 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
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...
March 13, 2019
Broyhill 2018 Annual Letter
We are pleased to share our 2018 annual letter to investors. It would have gone out sooner, but we pushed it aside as...
February 28, 2019