Gustavo Ballvé on June 27th, 2014

Morningstar has just held its huge 2014 Conference and it has tons of videos in its website. Chris Davis of Davis Selected Advisers reacts to ages-old questions (for instance, of separating “growth” and “value”) in elegant yet decisively “let’s cut through the common notion” way. Beware of “boxes”, “filters” in general, but especially of those that are too narrow or inadequate.

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Gustavo Ballvé on May 9th, 2012

This TEDxYale talk, however funny, is a serious reminder about how dangerous an influential/persuasive speaker can be. I wrote about this back in July 2010 in a post called Time Perspectives: “In fact, it’s downright scary how the “coolness” of the presentation can lead one to “lower one’s guard” to data that’s not necessarily accurate or that answers not necessarily the right questions.”

Read more about How to do the perfect TED talk

Gustavo Ballvé on November 11th, 2011

We’ve read two stories yesterday that “clicked” together. One was Seth Godin’s post on media choices and how one must now deal with scarcity of attention. Another was a NYT story on the Disney deal with Youtube. Disney has incredible content, but they don’t have kids’ “ears” anymore – incredibly enough for people over 30, Youtube does. On the other hand, Disney brings Youtube credibility with advertisers and families (the latter worry their kids only go on Youtube to watch what they perceive as useless, mindless, purposeless videos). What can we do as long-term investors? Probably nothing, and that’s OK.

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Gustavo Ballvé on June 8th, 2011

The London Business School has made all of the presentations and panels from the 2011 Global Leadership Summit available (if you complete a free registration form). It’s their flagship annual conference and the theme this year is “innovation”. So far it’s been great to watch, starting with 3M’s CEO George Buckley on the first video – and not just because of the pretty decent joke about “3M’s greatest marketing mistake”: the company should have branded “3M” in Neil Armstrong’s boots that landed on the moon…

Read more about LBS’ Global Leadership Summit

Gustavo Ballvé on May 11th, 2011

First a quick interview (yes, that’s right) with Stephen Hawking. Off-topic for sure, but still inspiring. His sense of humor is impressive. Now for the meat of this post, a one-hour video (also embedded below) with Buffett and Ajit Jain, who emerged from the Dave Sokol affair as a very likely “candidate” for Buffett’s succession […]

Read more about A quick note and a long video

Gustavo Ballvé on April 8th, 2011

The London Business School’s Business Strategy Review (BSR) magazine/ website has a “World Business Leaders Series” worth spending some time on. We comment on a video with the Chairman of the London Stock Exchange and we highlight sections that, although intended for business in general, can also be framed for the specifics of investment management.

Read more about Business leaders – interviews

Gustavo Ballvé on February 2nd, 2011

We’re glad to post a recent story from new Blogroll inductee Simoleon Sense. This blog is a great source for thought-provoking, multidisciplinary everything. This post is a video interview with James Simons of Renaissance Tech, the famous “quant” fund. Mr. Simons’ talk goes about how he started his life with a passion for mathematics and how that eventually led him to investments. We’ve embedded the video and highlighted a few moments inside.

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Gustavo Ballvé on January 24th, 2011

In our latest quarterly report, we discuss the notion of “economic moat” in the second part of the Sand Castles, Concrete Walls text. In it we quote from a 1998 Warren Buffett talk to Florida University MBA students that is simply a must-see. It’s a very candid talk in which Mr. Buffett discusses not only the fundamental aspects of value investing in a bit more detail than we get nowadays, but also some sector and company-specific opinions that, again, he now seems more reluctant to share outside of the Berkshire letters to shareholders. We post the 10 videos inside and the link to a transcript of the entire session. Video number 10 alone is worth watching and sharing with friends, and not just those in the financial industry: he proposes a mental exercise about the “ovarian lottery” that’s really thought-provoking.

Read more about Investment classics: Buffett @ Florida, 1998

Gustavo Ballvé on January 20th, 2011

One month or so ago we received a newsletter from another asset manager with links to TED talks by Sir Ken Robinson. Today is a holiday in Rio (yet another one), and our state has been hit with torrential rain and subsequent land slides that killed over 650 people – the type of tragedy that unfortunately keeps occurring in Brazil. We can’t help but be reminded of the power of education in changing societies: it’s not all about short-term economic growth. It’s not just “any” education either, although Brazil is still at such a low level that literacy rates still matter, it’s about the quality of education as well. That’s the subject of the inspiring and often funny talks inside. We hope you will enjoy them and think about the issue as it applies to your country.

Read more about Not just education, quality education

Gustavo Ballvé on November 16th, 2010

As we return from the November 15th holiday, we highlight a few of the interesting “building blocks”-pieces we’ve read or watched, in this case “watched”. Some more useful and actionable, some to keep in the back of our minds and “ruminate” on and see if later “clicks” with other issues in our minds. “The day only has 24 hours” for sure, and yet we must find the time to expand horizons and read widely as well. We’ll start things lightly with these two videos…

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