Gustavo Ballvé on May 30th, 2011
Diversified financials, Food for thought, Home, Industries, Investment Themes, Mental models, Portfolio Management, Risk management, Signal or Noise

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”. Some of the presentations weren’t clear enough even to us, who were there and paying full attention, much less to readers of second-hand impressions… When all is said and done, it’s a good event whose hype factor nowadays isn’t proportional to the otherwise clear benefits of attending. The worst thing an attendee can probably do is to go there exclusively for a “big idea”, the one that will make or save one’s portfolio: it’s much better to focus on gathering a collection of building blocks, insights and useful mental models in storytelling, herd behavior, fund/portfolio/risk management, networking and so on.

We wrote two posts during the conference: Live at Ira Sohn 2011 and More from Ira Sohn 2011. Our first attempt at live-blogging came in the early days of Buysiders, back in 2009, during that year’s Berkshire Hathaway annual meeting – we’d like to say otherwise but we liked that post better!

The Term Sheet blog at Fortune had perhaps the best wrap-up of the event. But if it’s notes you’re looking for, the MarketFolly blog had pretty decent notes (here are the links to Part 1 and Part 2). Oddly enough, in none of the notes we’ve read (and we’ve read far more than we’ve posted here) was there any mention to Eike Batista’s presentation.

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