Gustavo Ballvé on March 4th, 2011
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management, Science

New Blogroll inductee is a value investing “classic” source: CAP@Columbia. Maintained by Michael Mauboussin and Paul Johnson, it’s a link-fest of relevant texts and articles on everything from portfolio/risk management to the psychology of investing. It’s a testimony to the multidisciplinary aspect of value investing, and to the ever-lasting need to improve one’s mental models/toolkits. Just what our readers needed to enjoy the Carnival holidays in Brazil – just find a quiet room to read.

It’s also bound to teach the interested reader a thing or two about time management: this page alone, called “reading packet“, would take some time to digest…

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