Gustavo Ballvé on March 28th, 2013

Very interesting WSJ article for those interested in Brazilian infrastructure investments – my cup of tea of late. It doesn’t hurt that Burlington Northern is a Berkshire Hathaway company either…

Read more about Boom times on US rail tracks

Gustavo Ballvé on March 25th, 2013

H/T to My Investing Notebook, and his emphasis on what Buffett says of Jeff Bezos is spot-on as the best part of an altogether interesting interview. Just yesterday I had read an interesting piece on how well Amazon Prime is doing, so this connected immediately. Disrupting innovation indeed.

Read more about Buffett on Amazon.com and Jeff Bezos

Gustavo Ballvé on March 21st, 2013

We did this when MF Global collapsed, so we now have the damning 307-page report on JP Morgan’s “disastrous Whale trades” (and the 600-page annex). Before you say “when will we ever learn?”, say “we’re only human” (or sing it if you’re a Billy Joel fan) and strive to 1) be as aware of your own mental traps as you can be and 2) create and ruthlessly enforce policies that mitigate such issues in your firm/ unit/ practice.

Read more about J.P. Morgan and the Whale

Gustavo Ballvé on March 18th, 2013

We highlight a post by Fortune’s Dan Primack on a conflict of interests in Private Equity fund-raising. It falls into the “imagined but unproven” category – unproven until now, if you believe the research Mr. Primack uncovers. Interesting stuff, as long as we remain honest and vigilant about our own industry’s shortcomings.

Read more about Conflicts of interest in PE fundraising

Gustavo Ballvé on March 14th, 2013

Warren Buffett called him “the Babe Ruth of Insurance” and not just because of the turnaround at GEICO. This New York Times obituary on John Byrne is a nice read. While Buffett always says you should seek out businesses that are so good that an idiot can run it (because one will eventually), sometimes companies are blessed with great leaders as well.

Read more about GEICO – John Byrne’s obituary

Gustavo Ballvé on March 11th, 2013

Superb initiative by Code.org – it rang many bells with me because I coded a bit of Basic when I was maybe 8 years old. Having computers in our house since I could speak – and having the incentive to put them to better use than playing games – certainly helped me develop logic-related “skills” that were a big hand all throughout my life. To stay in the “personal advice from experience” realm: watch the other video today, not tomorrow. It is the closest thing to a life or death choice you will make today (hopefully). The time to decide is NOW.

Read more about Coding and a choice you have to make today

Gustavo Ballvé on March 1st, 2013

Yes, the 2012 Berkshire Hathaway letter is out (in PDF). You know you’ll print this right away (or send it to your e-reader) and read it over the weekend… or even tonight. Good reading!

Read more about 2012 Berkshire Hathaway letter to shareholders

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