Gustavo Ballvé on November 26th, 2013

Very quick read at aksblog called “Failure is The Most Likely Option”. Even though I am an engineer, and even though I am keeping track of US healthcare developments to help my study of Brazilian HC companies, what I wanted to highlight from the askblog post isn’t either one of these two points. What interests me as we approach the end of the year is to think about Edge Investimentos in light of the “start small and build incrementally” sentence.

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Gustavo Ballvé on November 13th, 2013

I am tweeting tidbits from a HBR Webinar by Bob Kaplan called Building the better framework to manage risk. You can also follow the hashtag #HBRwebinar.

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Gustavo Ballvé on November 6th, 2013

Very interesting post today by The Brooklyn Investor showing, with real-life examples, what great CEOs or investors can do to generate value even when the market is flattish or going down for long periods of time. He’s humble enough to say that this is far from the norm, but that’s precisely the point of, well, pointing out these examples: it is possible and it’s our job as stock pickers to focus substantial portions of our time to finding these great companies run by great people.

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