Gustavo Ballvé on December 31st, 2011

We’d like to thank our over 5,900 unique visitors who have seen over 25,000 pages in 2011. We also thank our newsletter subscribers and, most of all, all of you who have suggested some of the best stories and subjects in 2011. We wish you all a great 2012, a year full of knowledge gathering and sharing, peace, health and success. We leave you with a few interesting stats about in 2011.

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Gustavo Ballvé on December 29th, 2011

Two articles, taken together, are great reading material and food for thought. The first one is about rethinking innovation and new product development. The second article, even larger, is about production processes that are becoming – paradoxically perhaps – more efficient and more flexible.

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Gustavo Ballvé on December 28th, 2011

Two recent stories in US newspapers highlight the huge per-capita spending of Brazilians in the US. While one piece focuses on tourists in NY and retail sales, the other focuses on Florida and also mentions Brazilians buying up real estate. The big point: the taxation making imports so expensive in Brazil as to justify, in some cases, the airfare and hotel expenses.

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Gustavo Ballvé on December 27th, 2011

Our Christmas gift came in the form of two reader-suggested articles, yesterday’s and today’s. To make us even happier, keep the suggestions coming… On a lighter note: funny article on Slate about how to maximize value in giving presents.

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Gustavo Ballvé on December 26th, 2011

Excellent article in the Economist magazine about innovation coming from smaller or larger companies. Also a fine example of concise analysis/ synthesis of a given issue.

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Gustavo Ballvé on December 22nd, 2011

Last year we published David Brooks’ Sidney Awards – a recognition of that year’s best articles in the press. Mr. Brooks, himself a very good essayist and writer, has just published Part 1 of the 2011 Sidney Awards. Another issue of importance to us is Philanthropy, especially now that it seems to have shifted towards a more rational and meritocratic way. IP itself has an Institute that is responsible for the IP Art Prize, PIPA – Brazil’s largest art prize and a huge accomplishment in many dimensions.

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Gustavo Ballvé on December 21st, 2011

We continue to learn from the collapse of Jon Corzine’s MF Global. A recent article at NYT’s Dealbook highlights another lesson: ignore your chief risk or compliance officer at your own peril. While we agree that in this case it might have led to different and better decisions, such officers are still prone to all the talent, behavioral and incentives-driven traps and pitfalls. That said, the simple governance, hierarchical and process improvements the author suggests do help, and he also has the merit of recognizing that “Leadership has the right to challenge, disagree or even reject that advice.” Remember: “Culture eats Strategy for breakfast”.

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Gustavo Ballvé on December 19th, 2011

No mistake in the title: US immigration laws have some California entrepreneurs – Peter Thiel included – pondering a ship to house innovators and entrepreneurs 12 nautical miles off the California coast – i.e. international waters! The point here isn’t the specific plan, it’s the regulatory and political environment that spawned it.

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Gustavo Ballvé on December 15th, 2011

TV show “60 Minutes” had a profile of Howard Buffett following Buffett’s appointment of him as his preferred choice for non-Executive Chairman after Buffett somehow relinquishes that role. As a guardian of Berkshire’s unique culture, he is as good as it gets. We collect a few links and videos about Howard Buffett.

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Gustavo Ballvé on December 14th, 2011

Interesting food for thought on Apple’s capital allocation issues and it ties well with our last two posts on capital allocation. Just a reminder: this post is highlighted exclusively for overall capital allocation policies that might be applied to other investments. doesn’t advise on specific stocks nor do we make any recommendations, as highlighted in the post.

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