Gustavo Ballvé on August 25th, 2016
Corporate Governance, Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management, Signal or Noise

It was my birthday yesterday and I want to share a great information source with my readers: the Valor Intrínseco blog (translation: Intrinsic Value), which joins our blogroll.

The blog posts are only in Portuguese, but its subject matter is Value Investing and the material they source is, 99% of the time, in English. The posts with material in Portuguese are usually those with the quarterly letters of great Brazilian investors, so it could be interesting for my Brazilian readers as well.

I know one of the owners personally and he’s an incredibly dedicated Value Investing “geek”. His ability to find great material puts this editor’s to shame! He also posts much more regularly than I do. I am, however, more than glad to help this “competitor” out because great work always deserves praise – and because there is so much noise in the investment world, we need all the help we can get to hone in on the good stuff.


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