Gustavo Ballvé on November 30th, 2009

Trail-sniffing independent information providers with excellent business models, looking horizontally for opportunities. Some of these companies (Gartner, FactSet Research, ComScore, etc.) look like acquisition targets.

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Gustavo Ballvé on November 21st, 2009

Reading the book Empires of the Word – A Language History of the World, by Nicholas Ostler, is a great reminder that learning languages is a relevant part of the process that Charlie Munger defines as “make sure you go to bed at night a little wiser than you were when you woke up”. From […]

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Gustavo Ballvé on November 18th, 2009

Booz Allen is offering words of caution on crowdsourcing. It is a new thing, therefore relatively untested, and it certainly has its optimal applications and its limits – which probably haven’t been found yet. It’s just another tool available and should be subject to the same rigorous analysis before the company starts using it.

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Gustavo Ballvé on November 16th, 2009

In this April 2002 classic, the investor education site Motley Fool pokes fun at the daily ramblings about why the market has behaved the way it has. People need to make sense of market activity and embrace the nuttiest explanations, so the joke almost rings true.

Read more about The market tells us the market’s down

Gustavo Ballvé on November 13th, 2009

They took questions from Columbia grad students and the event was broadcast live by CNBC. It has an eerie feel to it – with the whole “must keep spirits high” approach. That said, both men think in the long term (15+ years) and it’s always interesting to be reminded of some basic concepts.

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Gustavo Ballvé on November 10th, 2009

Motivated by the recent LBO of IMS Health by TPG (the private equity group) and Canada Pension Plan, we have a few links inside about the company. We had been looking at it at least since 2007, when we started to look at the healthcare industry globally.

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