Gustavo Ballvé on November 25th, 2011
Food for thought, Home, Investment Themes, Mental models, Portfolio Management

Today we have both a big, weekend-reading type article and a smaller one for today. The small one is a summary of Warren Buffett’s impressions about Japan, which he visited in another trip to visit an Iscar (IMC) plant abroad. For that reason alone – showing Mr. Buffett the world – we would already like the way Iscar has played out for Berkshire.

The larger one is a New Yorker profile on Peter Thiel, the “dystopian utopian” (as we’ve read someone describe him) VC/ hedge fund investor that founded Paypal and later (among many other things) was the first outside investor in Facebook. No easy takeaways but he remains one of the most provocative thinkers in our realm.

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