Gustavo Ballvé on July 26th, 2012

Zynga’s “crash” story is a bit noisy, but still highlights the old investment dogma: a good business model does not necessarily imply a good investment – and in Zynga’s case, the assertion that it was a good business was never a sure thing.

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Gustavo Ballvé on July 17th, 2012

New profile/interview with Dr. Chris Gibson-Smith, the subject of an April 2011 post here. His background is pretty interesting and I like the way he blends many disciplines, including History, into his “toolkit”. One quote I really like was also alluded to in last year’s interview: “I think the questions you ask are always the most difficult thing; answering the question is somehow easy if you’ve found the right question. There are 100 wrong questions for you to grab onto and completely waste your time with, but if at the beginning you can find the right question…”

Read more about Update: Chris Gibson-Smith

Gustavo Ballvé on July 10th, 2012

The Deal Professor writes about the corporate governance standards in the recent hyped-tech-company IPOs – Facebook, Zynga, LinkedIn, Groupon and so on. Worrisome trend or not, I disagree with a small but vital part.

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Gustavo Ballvé on July 7th, 2012

I’m getting married today and embarking on a wonderful journey – and yes, also embarking for a honeymoon break. I can’t promise, but I hope to post here during the honeymoon. If my history is any guide, something big will happen when I’m hours away from a computer (or cell phone) and Internet connection. I’d also like to share that I should have good news for the blog as well when I come back. I really appreciate writing for you and I hope I can continue to do this for a very long time, especially after today.

Read more about The most important of breaks

Gustavo Ballvé on July 5th, 2012

The Economist’s article on Seth Klarman is an interesting, if a little “beginner’s guide”-ish, read. If you haven’t yet, read his US$ 1,700-a-pop book “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor”.

Read more about The Oracle of Boston

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