Gustavo Ballvé on November 27th, 2015

Readers may be wondering why a business and investment blog run by a Brazilian citizen doesn’t publish stories on our (many) corruption scandals and investigations. The answer is easy: as I stay away from corruption in my personal and professional life, I prefer to highlight the stories of the hundreds of millions of Brazilians who do the same – who are MUCH more relevant to me than these powerful, dirty few.

Read more about Corruption scandals and noise

Gustavo Ballvé on November 22nd, 2015

I highlight an HBR article called The Overvaluation Trap, about behavioral issues that can emerge when a company’s price is so high that management cannot, “in the absence of amazingly good luck”, be able to perform to such lofty expectations. The resulting decisions can have catastrophic consequences for the companies involved – and for their investors.

Read more about The behavioral traps of overvaluation

Gustavo Ballvé on November 17th, 2015

In a return of reader-suggested stories – keep them coming! – we explore an specific example of how “some moats are harder to cross” using a Financial Times story on Elsevier, RELX Group’s scientific journal publishing unit. According to the FT, it is “the business the Internet couldn’t kill”.

Read more about “Some moats are harder to cross”

Stanford GSB professors surveyed 80 managers of Berkshire Hathaway subsidiaries, giving us an up-to-date look into what these executives think about their parent company – and the way their “oversight” works. The consistency in their answers is astounding.

Read more about A survey of Buffett’s managers – or “Walking the Talk, part 2”

Back to top