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 August 29th, 2013

It’s been a while since my last post and the explanation is simple: earnings season, a perfect occasion to test hypotheses and reconnect with contacts in the industries we cover – but also a perfect storm of incoming noise regarding companies we own (or would like to, at the right price). In any aspect, a huge but immensely rewarding time drain (I should say “investment”)! Farnam St. blog has just interviewed Michael Mauboussin and it’s a good read, especially because Shane Parrish asks about how Mauboussin developed into his current role and it’s an interesting story.

Read more about Farnam St. blog and Mauboussin

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 May 25th, 2012

Farnam St. blog had an interesting, multidisciplinary reading list for the Northern hemisphere summer coming up. By now I hope readers have realized that I love these lists, but the usual warning applies: there’s only so much time in a day and reading should be prioritized according to your own long-term “strategic objectives”, while still allowing for fun, serendipity-type reading. Good luck with that!

Read more about More reading lists

Gustavo Ballvé on March 14th, 2011

Semi-update on our post about the US budget crisis and David Brooks: Roger Lowenstein wrote about the crisis at the very local level (cities), and David Brooks has a new book out for which we present two reviews (one positive, one negative). Mr. Brooks also presented at TED 2011 and we link to it. Finally, the US states under financial stress are again trying their best to get Amazon.com to collect sales taxes…

Read more about More on budgets and David Brooks

Gustavo Ballvé on January 11th, 2011

New Blogroll inductee Farnam Street blog ran a link to a corporate governance nightmare story, told by an independent director. The story’s focus on the often too-close personal ties between directors and management is key: it’s not as easy to pinpoint as a compensation number, or the percentage of so-called independent directors, or whatever item an analyst picks out from the Proxy statements (in fact, assuming that most investors actually read that is probably too optimistic). One must have a demanding moral filter with all partners, and when investing for the long term this includes a company’s Board of Directors.

Read more about Board vs. Management

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