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Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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#12 The Value Architect

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Manage episode 335011996 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Chris 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 in Europe and the US.

Full show notes here:

https://behindthebalancesheet.com/podcasts-singles/podcast-episode-12

  continue reading

48 episod

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#12 The Value Architect

Behind the Balance Sheet

57 subscribers

published

iconKongsi
 
Manage episode 335011996 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Chris 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 in Europe and the US.

Full show notes here:

https://behindthebalancesheet.com/podcasts-singles/podcast-episode-12

  continue reading

48 episod

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