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Wall Street Investor on Bitcoin, Zyn, and Great Stocks
Chris 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.
TIMESTAMPS:
0:00 - Intro
0:56 - Broyhill Asset Management
22:57 - Investing strategy
34:00 - Evaluating information
47:23 - Reasons to sell
56:12 - Picking benchmarks
59:32 - Investing in Philip Morris (ZYN)
1:18:24 - Bitcoin
1:27:23 - Book recommendations
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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