Logistics

Gustavo Ballvé on May 17th, 2013

CNBC has a very interesting series of articles and videos on what they call the CNBC Disruptor 50, a list of 50 “disruptors” in several industries, including Healthcare, Travel, Transport, Retail, IT, Financial Services and others. Any disruptors creeping up on your portfolio companies yet?

Read more about CNBC’s Disruptor 50 series

Gustavo Ballvé on April 1st, 2013

Interesting article about Carl Icahn at Forbes.com. It certainly mentions Herbalife and Netflix, but it also mentions Icahn’s older investments and his listed company. It’s also a nice reminder about the benefits of permanent capital – if you’re a super-investor…

Read more about Carl Icahn profiled by Forbes

Gustavo Ballvé on March 28th, 2013

Very interesting WSJ article for those interested in Brazilian infrastructure investments – my cup of tea of late. It doesn’t hurt that Burlington Northern is a Berkshire Hathaway company either…

Read more about Boom times on US rail tracks

Gustavo Ballvé on August 30th, 2012

Two quick articles: a relatively thorough article in the Financial Times about Brazil’s construction and infrastructure boom in the next few years, and a cautionary tale about things that “happen all the time” – until they don’t.

Read more about Brazil in the FT and more

Gustavo Ballvé on February 6th, 2012

Great article at BusinessWeek highlights the immense difficulties of integrating large acquisitions or mergers – in this case, United and Continental Airlines. The link to rocket science is in the article’s last line, and it’s hilarious.

Read more about The rocket science of merger integrations

Gustavo Ballvé on January 2nd, 2012

Two recent stories highlight the current moral double standards regarding defaults and indebtedness in general. The first article uses American Airlines’ Chapter 11 filing, lauded as a “smart move”, and contrasts this reaction to the stigma surrounding personal bankruptcies by home owners. The second article tries to tack the same “double standards” theme onto Germany, but it doesn’t work nearly as well.

Read more about Double standards regarding defaults

Gustavo Ballvé on March 15th, 2011

Berkshire’s new acquisition looks like a logical extension of his Burlington Northern acquisition, in the “picks-and-shovels” realm of the Logistics sector. Bonus: our most loyal reader sent us the transcript of Buffett’s June 2010 testimony at a hearing of the Financial Crisis Inquiry Commission. You can always send us suggestions, links and texts at editor@buysiders.com.

Read more about Buffett’s new move…

Gustavo Ballvé on September 3rd, 2010

Great story at Bloomberg profiling Ryanair and its colorful CEO, calling him “the id of the airline industry”. Right or wrong, he’s a ground-shaker and iconoclast questioning some of the most basic assumptions regarding air travel. At the very least, it serves as a reminder of so many other “unquestionable” business models that have been changed from within or from the outside by seemingly preposterous ideas. Seen in another light, when someone has a clear vision and understanding of its clients’ needs (explicit and tacit) and matches that to its company competences and a compelling value proposition, (even) the sky is (not) the limit. You keep improving your model and the gift keeps on giving.

Read more about Ryanair, right or wrong

Gustavo Ballvé on December 8th, 2009

There is an increasing amount of BRK shares sold short and people seem quick enough to point to the Burlington deal as the culprit, for many reasons (listed inside). They may be missing the number one reason, and it’s one that merits attention.

Read more about Buffett on sale?

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