Shows
The Pomp Podcast#1438 Chris Pavese | Wall Street Investor on Bitcoin, Zyn, and Great StocksChris Pavese is the President & Chief Investment Officer at Broyhill Asset Management. In this conversation, we discuss investing strategy, time horizons, what makes his firm successful, evaluating stocks, reasons to sell, why he invested in Philip Morris, ZYN trend, book recommendations, and bitcoin.
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Buy book: https://www.amazon.com/Live-Extraordinary-Life-Anthony-Pompliano/dp/0857199927/
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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Golfweek Amateur Tour - The PodcastChampion Stories and Strategies: Golfweek Amateur Tour & Senior Amateur Tour National Championship StoriesSend us a textDiscover the secret strategies behind the remarkable performances at the 2024 Golfweek Amateur Tour and Senior Amateur Tour National Championship. Join us as we reveal how Chris Rocha's unwavering focus on personal performance secured him the Director's Cup, despite not winning the National Championship itself. You'll hear firsthand accounts from winners like Bryce Benson, who triumphed over challenging weather at the Atlantic Dunes course with a stunning round of 73, showcasing the grit and tenacity required to conquer such daunting conditions.Immerse yourself in engaging conversations with champions like Sokati Pavese and Michael...2024-11-041h 05
Stansberry Investor HourValue Investing Is Still Possible in Today's Bloated Market On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Pavese back to the show. Chris is the president and chief investment officer of Broyhill Asset Management. A value-oriented investment firm, Broyhill prioritizes safe, long-term success. Chris kicks off the show by sharing a few book recommendations and explaining all about Broyhill. He covers how he got his start at the company, what differentiates it from other asset managers, and its core value-investing philosophy. As Chris notes, we've seen one of the longest stretches of value underperformance in history. However, Broyhill has kept pace with the...2024-09-231h 05
The Value PerspectiveThe Value Perspective with Chris PaveseWe’re delighted to be joined by Chris Pavese for this episode of our Allocator’s Edge mini-series. Chris is the CEO and CIO of Broyhill Asset Management, a spin-off from the Broyhill family office. Chris is also the founder of the Broyhill book club. If you’re curious about the firm and the family, their website is a treasure trove of information. Chris is the perfect guest to provide a masterclass on family offices: what they are; and how they operate from an investment perspective. Before joining Broyhill, Chris worked for JP Morgan Private Bank, where he managed over $...2024-07-041h 23
The JRo ShowInterview with Chris Pavese of Broyhill Asset Management
Broyhill overview and investment philosophy
Portfolio management
Risk management
Team size and research process and idea generation
Macro outlook and incorporation into process
Valuation When to sell
What Chris is reading
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For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed a...2024-04-181h 34
Yet Another Value PodcastBroyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciencesChristopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries.
For more information about Broyhill Asset Management, please visit: https://www.broyhillasset.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[1:35] As a generalist, how Chris and team arrived looking at healthcare + GLP-1 tangent
[9:16] Overview of Avantor, Inc. $AVTR and why it's interesting to Chris
[13:56] Laboratory Solutions (accounts for 2/3's of $AVTR...2024-03-211h 08
The Acquirers PodcastValue After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant MillsValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake: Jake is a partner at Farnam Street.
Jake's website: http://farnam-street.com/vah
Jake's podcast: https://twitter.com/5_GQs
Jake's Twitter: https://twitter.com/farnamjake1
Jake's book: The Rebel Allocator https://amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks...2023-11-061h 01
The Fat PitchValue Investing With Christopher PaveseOur guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take on the online music industry's valuation. Plus, we explore the impact of the ESG craze on stock markets, the fascinating story of t...2023-09-1333 min
Behind the Balance Sheet#12 The Value ArchitectChris Pavese, President and CIO of Broyhill Asset Management, is a seriously thoughtful investor. We talk about how investing straddles left and right brain thinking, about whether the advantage of being located outside the bustling environment of a New York or London will continue to confer the same benefit in the days of Zoom, and about the benefits and joy of reading widely. Chris explains his investment philosophy, why he has fewer than 20 stocks in the portfolio, why the only research he buys is from a short seller (even though he doesn't short), and we discuss the north-south divide...2022-07-211h 18
Stansberry Investor HourBe Careful Out ThereToday, we welcome Broyhill Asset Management President and Chief Investment Officer Chris Pavese to the Stansberry Investor Hour. It has been three years since Dan and Chris last spoke on our show. And needless to say, a lot has changed in the markets and the world since then – including a pandemic, war, and economic turmoil. As a seasoned industry veteran who has guided his clients through previous cataclysmic financial events, Chris has some advice to offer novice investors... He explains the big mistake fledgling investors make is "chasing the most spectacular returns" and looking for adv...2022-06-131h 19
Troubadours and Raconteurs with E.W. Conundrum Demure - Conversation, Essays, Poetry & Music.Episode 439 Featuring Niko Kallianiotis - Acclaimed PhotographerEpisode 439 also includes an E.W. Essay titled "Ambient." We share the second installment of our Associate Producer Dr. Michael Pavese's radio play series "Watch The Ice,"as performed by Dominick Azzarelli. We have an E.W. poem called "Tea."Our music this go round is provided by these wonderful artists: Thelonious Monk, Frank Sinatra, Bedouine, Jeffrey Dean Foster, Johnny & June Carter Cash, Chris Thile, Branford Marsalis and Terence Blanchard. Photo: Title, El Camino, Duryea, Penn., 2017, by Niko J. Kallianiotis.Commercial Free, Small Batch Radio Crafted in the West Mountains of Northeastern Pennsylvania... Heard All...2021-10-0659 min
Stansberry Investor HourHow to Be an Above-Average InvestorThis week, Extreme Value Editor Dan Ferris discusses unique thought patterns that can help you become an above-average investor. He also unpacks what’s next at Apple after a key departure and Tesla’s rush to a record quarter. Our guest, Chris Pavese of Broyhill Asset Management chats about a disruption in the car dealership industry he’s poised to pounce on.2019-07-031h 13
Troubadours and Raconteurs with E.W. Conundrum Demure - Conversation, Essays, Poetry & Music.Troubadours and Raconteurs with E.W. Conundrum Demure - Episode 254 Troubadours & Raconteurs, twenty-five for forty-five? We have for your listening pleasure Episode 254 of "Troubadours and Raconteurs with E.W. Conundrum Demure" Heard All Over The World.
Episode 254 features a conversation with Gavin Esham - theatrical writer, performer, director, and half of the stage team known as Gavin & Chris.
Gavin and I discuss How He Ended Up in Theater, How He Got Together with Chris Sloan to Start Crafting Shows, We discuss their Upcoming March Production titled "Chris & Gavin's Broadway Campaign Spectacular, LGBTQ Rights, Live and Let Live, Hooker Songs, Thinking & Acting Locally...
Episode 254's sixty minutes includes an EW...2018-01-2459 min
E.W. Conundrum's Troubadours and Raconteurs PodcastTroubadours and Raconteurs with E.W. Conundrum Demure - Episode 254 Troubadours & Raconteurs, twenty-five for forty-five? We have for your listening pleasure Episode 254 of "Troubadours and Raconteurs with E.W. Conundrum Demure" Heard All Over The World.
Episode 254 features a conversation with Gavin Esham - theatrical writer, performer, director, and half of the stage team known as Gavin & Chris.
Gavin and I discuss How He Ended Up in Theater, How He Got Together with Chris Sloan to Start Crafting Shows, We discuss their Upcoming March Production titled "Chris & Gavin's Broadway Campaign Spectacular, LGBTQ Rights, Live and Let Live, Hooker Songs, Thinking & Acting Locally...
Episode 254's sixty minutes includes an EW...2018-01-2458 min