McKinsey

Gustavo Ballvé on July 19th, 2016

Shamelessly I return to reading lists, one from McKinsey & Co. and the other from Harvard Business School. If you don’t know whether to thank me or hate me (“I haven’t finished the last books I bought and here comes an interesting list…”), I completely understand you.

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Gustavo Ballvé on January 31st, 2013

Two quick notes from the same source (the Financial Times). The first is a Global Infrastructure report by McKinsey. The second is a lighter note, and I guess it had to happen someday: an activist fund manager is building up a stake in listed Private Equity specialists 3i.

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Gustavo Ballvé on August 2nd, 2010

We haven’t come to this classic by accident: the subject of inflation has been all over major magazines and newspapers recently. Warren Buffett pretty much defined the subject in his classic, 1977 article for Fortune Magazine called “How Inflation Swindles the Equity Investor”. It’s a must-read for any investor, preparation material for a number of finance programs around the world, and all-around common-sense knowledge that most people need.

Read more about Classic articles, vol. 3 – Inflation and equity prices

Gustavo Ballvé on April 15th, 2009

The debate on the so-called “ideology of talent” isn’t as clear-cut as Financial Times guest columnist David Bolchover argued. There’s merit in pointing out how a blind “cult” of talent – or at least perceived talent – has led to inadequate incentive structures. However, blaming the financial crisis on this talent chase seems way over […]

Read more about Is talent overrated?

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