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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.

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