31min chapter

The JRo Show cover image

Interview with Chris Pavese of Broyhill Asset Management

The JRo Show

CHAPTER

Unleashing Creativity and Methodical Research Process

The chapter emphasizes creating space for creativity and idea generation by stepping back, drawing inspiration from John Cleese and Amos Tversky. It delves into a methodical yet organic process of researching investment opportunities, focusing on key drivers, risk assessment, and thesis development. Detailed examples of valuation strategies using Pfizer and Philip Morris highlight the importance of thorough analysis and experience in making investment decisions.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode