Media

Gustavo Ballvé on November 17th, 2015

In a return of reader-suggested stories – keep them coming! – we explore an specific example of how “some moats are harder to cross” using a Financial Times story on Elsevier, RELX Group’s scientific journal publishing unit. According to the FT, it is “the business the Internet couldn’t kill”.

Read more about “Some moats are harder to cross”

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 January 21st, 2013

Very interesting Wired interview with Google’s CEO, Larry Page. I love the “moon shot” reference in the title, and he apparently means it and tries to structure his company to allow for this sort of disruptive innovation. Does that translate into a bright future for GOOG shareholders? I have no clue, but companies like this are always in the radar, always teaching us something one way or the other.

Read more about Moon shots and disruptive innovation

Gustavo Ballvé on November 14th, 2012

More on Groupon’s woes, from a business model point of view. I really enjoy looking at innovative business models, and the Internet/Social Media realm is a very source of “disruptive” ideas. Caution and common sense still apply, especially when invited to invest in these companies (as per the many IPOs).

Read more about Groupon hurts

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”.

Read more about Bronte Capital and Focus Media

Gustavo Ballvé on August 14th, 2012

Two articles today discussing the coming end of the Facebook IPO lock-up. One argues there may be a sell-off; another, that there could be value in the stock and that the end of the lock-up could be a non-event. As one investor put it, in what has to be the irony of the year, “when does Facebook gets stupid cheap?” Cheap, I don’t know. Stupid, on the other hand, seems to apply to the whole episode.

Read more about Facebook lock-up ends, and…

Gustavo Ballvé on July 26th, 2012

Zynga’s “crash” story is a bit noisy, but still highlights the old investment dogma: a good business model does not necessarily imply a good investment – and in Zynga’s case, the assertion that it was a good business was never a sure thing.

Read more about Zynga’s woes

Gustavo Ballvé on May 30th, 2012

The Facebook imbroglio had all the elements of a Mexican (or Brazilian, I admit) soap opera: a build-up toward success, then unexpected twists and turns revealing involving falls-from-grace and perhaps even villains. We’re yet to see if there will be any bounce-backs and happy endings. However, the angry reaction to the “soap opera” from the “general audience” – in this case, retail investors who apparently went all-in for the story – still managed to surprise me.

Read more about Caveat emptor again

Gustavo Ballvé on April 11th, 2012

Facebook buys Instagram for US$ 1 billion and we do a linkfest, while wondering what it would take to invest in Facebook. Also: do Brazilians making waves in Silicon Valley signal that Brazil is booming in innovation?

Read more about Instabook or Facegram

Gustavo Ballvé on March 19th, 2012

Wells Fargo is now the US’ largest bank by market value and Apple will pay a huge dividend and repurchase shares. Microsoft and perhaps even Google can now be called “boring”, stable companies. Just a reminder of how limited our forecasting and modelling “mindsets” usually are. Also a reminder for keeping our minds open for positive surprises.

Read more about Evolving businesses

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