Gustavo Ballvé on May 25th, 2011
Investment Themes, Mental models, Portfolio Management, Risk management

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 15-minute format has pros and cons, and even at this high level most investors don’t make the best possible use of it, but it’s clearly worth the investment to be exposed to many brilliant people and their best ideas – and to try to pick their minds for the best frameworks and building blocks. Last but not least, by attending you make a great contribution to a worthy foundation. Talk about getting a good deal!

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