Gustavo Ballvé on May 31st, 2011

We wanted to highlight the improvements in the local ownership culture/ corporate governance in Brazil. While not all Novo Mercado companies have behaved the same way, owners like Odontoprev’s Randal Zanetti are the best thing that could have happened to the Brazilian capital markets in the last 5-10 years. There have always been owners and manager-owners such as those of Saraiva, Lojas Renner and others, but it’s always important to remember these more recent cases.

Read more about The new owners of Brazilian cies.

Gustavo Ballvé on May 30th, 2011

We’re at the Rio Investors Day event and so far the attendance has been rather good for an event that was put together quickly. We’re not “live-blogging” experts nor do we intend to emphasize short-term messages and official company management speech – it’s a matter of coincidence that two interesting events were held so close to each other. And yet, attending these events is both necessary and interesting once one escapes the “soundbite trap” and filters some signal from the noise – be it behavioral or analytical (in 99.9% of the cases, one can’t find informational edge in these events).

Read more about Rio Investors Day

Gustavo Ballvé on May 30th, 2011

Just for completeness’ sake, we put together our own two posts on last week’s major topic, the 2011 Ira Sohn investment conference – along with two other posts we liked. Nothing you read neither here nor elsewhere should persuade you to take any action other than “study further” or “pass”.

Read more about Wrap-up: Ira Sohn 2011

Gustavo Ballvé on May 25th, 2011

Our “live-blogging” efforts at Ira Sohn 2011 were hampered by poor Internet connection, but mostly by the desire to pay the necessary attention… We will keep updating this as we hear good stuff.

Read more about More from Ira Sohn 2011

Gustavo Ballvé on May 25th, 2011

Very good event as usual. Jim Chanos was a blast with a presentation on Solar and Wind power, but the highlight so far was the presentation by a student who won the first Ira Sohn Investment Case Contest. The winner presented his long case on Bridgepoint Education, already up 12% on the news. Sure, the […]

Read more about Live at Ira Sohn 2011

Gustavo Ballvé on May 24th, 2011

We use an article out today on the retail banking sector’s use of socialmedia to highlight a previous, more relevant article by the same source (Booz & Co.’s Strategy+Business). The second article is called “The Rise of Generation C” and is well worth the time.

Read more about Generation C and “Banking 2.0”

Gustavo Ballvé on May 23rd, 2011

We wrote last Thursday about LinkedIn’s IPO, which closed the first day of trading up almost 110% with some “interesting” valuation metrics. While there’s talk of other Web 2.0/ Socialmedia companies IPOing, Vanity Fair had a recent profile on Zynga – a “Web 3.0” company, certainly a buzzword we’ll hear a lot in the next few months. We remain interested in the business models arising from social media – if not in the valuations surrounding the sector.

Read more about After LinkedIn, is Zynga next?

Gustavo Ballvé on May 22nd, 2011

The Financial Times had a very interesting article about the differences between Chinese and Brazilian business cultures – and why it’s important that Brazilians learn about the other side, quickly. Also, Brazilian magazine Veja had a special on Amazon.com finally entering Brazil, initially via the book market. That they plan on doing so stimulating e-books for Kindle reveals challenges and opportunities for local publishers.

Read more about Brazil, China and Amazon.com

Gustavo Ballvé on May 19th, 2011

LinkedIn’s IPO had staggering numbers today, and we highlight many stories discussing it – including one that highlights potential conflicts of interest between sellers and intermediaries in the IPO process.

Read more about LinkedIn’s IPO

Gustavo Ballvé on May 18th, 2011

Two stories we’ve read today, one bearish in China and another cautious about the whole “emerging Asia”, make for interesting reading – especially if one applies the same framework to Brazil.

Read more about Cautious about Asia

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