Mental Models

Gustavo Ballvé on February 2nd, 2017

There is a certain beauty and corresponding reverence to the scientific method. The “problem” is that humans are using it: we are subject to biases and, most importantly, incentive systems. I highlight a Wired article about a young billionaire who has declared “a war on bad science”. His foundation’s work seeks to shed light on the instances of bad use of the scientific method, when data was perhaps ignored and corners perhaps cut. Analysts know what I am talking about: brushing away data points that seem “incoherent” with a theme, weighting independent factors disproportionately… We have all been there, no matter how hard we fight to be 100% rational and intellectually honest.

Read more about Scientific “truth” under the spotlight

Gustavo Ballvé on November 3rd, 2016

Booz & Co.’s Strategy + Business publication has a story with their top-3 management books of 2016 – part of a larger story on the best Business books overall. Long-time readers of this blog should be at least a little bit enticed by two of those books: one is by Robert “Persuasion” Cialdini and the other has a title to die for (“The Process Matters: Engaging and Equipping People for Success”).

Read more about Strategy + Business’ best business books 2016

Gustavo Ballvé on September 21st, 2016

From the comic strip in the beginning and the poem in the end, and right through the writing and the amazing Cognitive Bias Codex, the post I link to is a can’t-miss story on biases. Congrats to Better Humans’ Buster Benson for the writing and thanks to fellow PLDer Boris Tsimerinov for the heads-up on LinkedIn.

Read more about Cognitive biases

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.

Read more about A birthday gift from me

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!

Read more about Reading lists: an update

Gustavo Ballvé on July 6th, 2016

Bill Gates wrote a very touching note on the 25th anniversary of his friendship with Warren Buffett. As he points out, he had no idea they would become such friends given their different backgrounds. The lesson here, if there is any, is to be truly humble – intellectually and personally.

Read more about An amazing friendship: Buffett and Gates

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.

Read more about Sometimes the obvious must be repeated

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).

Read more about The dream came true for Leicester City

Gustavo Ballvé on April 10th, 2016

Perhaps you’ve heard this story before: the underdogs, the forgotten players, the “outdated” coach and the little guy vs the established, richer, perennial favorite teams. When it goes well, it is the type of story that becomes a feel-good, teary-eyes Hollywood film or – OK, maybe AND these days – a HBS case study. Leicester’s coach, Claudio Ranieri, has just written an open letter called We Do Not Dream. Great stuff. Make your day a little bit better. I know there are already more than a few interesting analyses of Leicester’s success this year; you can google it after the letter gives you a reason to do it.

Read more about “We do not dream”

Gustavo Ballvé on December 28th, 2015

On December 23rd I posted a few lists of must-read articles, as selected by David Brooks, Tadas Viskantas and Meb Faber. For part two of this Holiday Special we skip articles altogether and link to “The Must-Read SlideShares of 2015”. Very interesting stuff there, and after you choose your presentations of interest there will be plenty of related decks worth checking out.

Read more about Holidays Special 2015, part two

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