Gustavo Ballvé on August 25th, 2016

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. I am 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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Gustavo Ballvé on July 26th, 2016

An update to last week’s post with two reading lists can only mean one thing… more books! These lists are wide-ranging in nature, coming from TED speakers and Farnam Street Blog members, a multidisciplinarian crowd if there ever was any. Enjoy!

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Gustavo Ballvé on January 7th, 2015

I get repetitive about the number one issue at my mind at any given time: how do I know if and when I know something? How to distinguish superficial from deep knowledge – and what to do to get from one to the other? I have posted this before and allude to it every now and then, and so does the brilliant Shane Parrish at uber-source Farnam Street Blog. His post on Richard Feynman’s famous TV special focuses on the part of truly knowing something.

Read more about Feynman, always Feynman

Gustavo Ballvé on January 16th, 2013

Both Farnam St. and Seth Godin have great, quick-read pieces today. At Farnam St., a great definition of the objective/purpose of a company. At Seth’s blog, his opinion on how conferences (or meetings) can work. It might not seem so, but it’s a very practical way of looking at the usefulness of meetings.

Read more about 2 quick reads from favorite sources

Gustavo Ballvé on August 29th, 2012

Credit where credit’s due: we’ve linked to material from Bronte Capital before, but we hadn’t yet made them a Blogroll inductee. That is now fixed as their recent posts on Focus Media make for a highly entertaining investigative series. Again: everything you read here, even when written by us, should be taken with the necessary precautions – the main one being the classic “trust your own diligence”.

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Gustavo Ballvé on May 11th, 2011

First a quick interview (yes, that’s right) with Stephen Hawking. Off-topic for sure, but still inspiring. His sense of humor is impressive. Now for the meat of this post, a one-hour video (also embedded below) with Buffett and Ajit Jain, who emerged from the Dave Sokol affair as a very likely “candidate” for Buffett’s succession […]

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Gustavo Ballvé on March 4th, 2011

New blogroll inductee is a value investing “classic” source: CAP@Columbia. Maintained by Michael Mauboussin and Paul Johnson, it’s a link-fest of relevant texts and articles on everything from portfolio/risk management to the psychology of investing. It’s a testimony to the multidisciplinary aspect of value investing, and to the ever-lasting need to improve one’s mental models/toolkits.

Read more about Carnival bonus: CAP @ Columbia

Gustavo Ballvé on March 3rd, 2011

We’ve been meaning to post something from, our new Blogroll inductee and a great source for the “free time”-type of thought-provoking reads. And we mean “free time” because their stories tend to run very long. The story we posted is their “question for 2011”: What Scientific Concept Would Improve Everybody’s Cognitive Toolkit? It has been answered by 158 interesting people such as Nassim Taleb, Richard Thaler, Don Tapscott and many others – some wrote simple, quick answers and some really dug deep to justify their arguments. Great stuff, but you have been warned: it’s easy to spend a LOT of time in this website.

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Gustavo Ballvé on February 16th, 2011

The is an interesting source and new Buysiders Blogroll inductee. We try to visit it weekly, but only recently did we find out they had a Twitter account as well. The post we highlight is actually a series of interviews with different authors about “Mind and Brain”-related topics. Interesting stuff as usual.

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Gustavo Ballvé on February 2nd, 2011

We’re glad to post a recent story from new Blogroll inductee Simoleon Sense. This blog is a great source for thought-provoking, multidisciplinary everything. This post is a video interview with James Simons of Renaissance Tech, the famous “quant” fund. Mr. Simons’ talk goes about how he started his life with a passion for mathematics and how that eventually led him to investments. We’ve embedded the video and highlighted a few moments inside.

Read more about Simoleon Sense and James Simons

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