Gustavo Ballvé on August 29th, 2013
Corporate Strategy, Food for thought, Home, Mental models, Portfolio Management, Signal or Noise

It’s been a while since my last post and the explanation is simple: earnings season, a perfect occasion to test hypotheses and reconnect with contacts in the industries we cover – but also a perfect storm of incoming noise regarding companies we own (or would like to, at the right price). In any aspect, a huge but immensely rewarding time drain (I should say “investment”)!

Farnam St. blog has just interviewed Michael Mauboussin and it’s a good read, especially because Shane Parrish asks about how Mauboussin developed into his current role and it’s an interesting story.

If you take nothing else from the interview (there’s a book list!), here’s something: “nullius in verba”. Go check it out.

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