Gustavo Ballvé on May 18th, 2016

Sometimes the obvious must be repeated, and such are the times in Brazil. We highlight a text by Seth Godin on that ageless dilemma: the short run and the long run.

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Gustavo Ballvé on May 17th, 2016

Very interesting article on The Case for Activist Investors. The first book highlighted in the article – “Dear Chairman” – sounds like a great read, as it compiles now-classic investor letters to Board members and to the executive teams of companies they invested in.

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Gustavo Ballvé on May 4th, 2016

A few weeks ago I posted about coach Claudio Ranieri’s letter regarding his team – Leicester City – and the chance that they would become Premier League champions in England. The odds were 5,000 to 1 in the beginning of the league. They were crowned champions on Monday, for the first time in the team’s history, when Chelsea tied its match with Tottenham (the runner-ups).

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Gustavo Ballvé on May 1st, 2016

The meeting has been over for a few hours now. I wonder whether coming here was worth it, even though I have just reassumed coverage of Berkshire Hathaway for my company. It is still good fun and this year the Brazilian team here was pretty sizable. However, since the webcast appears to have worked well, the expense and […]

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