A reminder and a follow-up
Joseph Calhoun of Alhambra Capital in the US reminds us of the basics of Value Investing, in a quick post with some funny moments (see below). Worth the read if only for the laugh. The follow-up...
View ArticleGun-to-the-head decision on “buying Brazil”?
I’ve thought about not writing to comment the latest bullish posts on “Brazil” by the otherwise interesting blog Reformed Broker. In one post, he argues that if he had a gun to his head to pick one...
View ArticleValue generation in flat/down markets
Very interesting post today by The Brooklyn Investor showing, with real-life examples, what great CEOs or investors (or someone who’s both in the case of Warren Buffett) can do to generate value for...
View ArticleBuffett about Berkshire + 3G investments: “There is no finish line”
By now anyone on Earth minimally interested in business and finance has heard about the Heinz + Kraft deal. Buffett went on CNBC to speak briefly about the deal and said especifically about Berkshire...
View ArticleBovespa’s “Sustainability” index trounces Ibovespa
The story comes from Valor Econômico’s English-language beta website, Valor International – it requires registration, but it’s free for now. Bovespa’s Corporate Sustainability Index (“ISE” in the...
View ArticleNotes on Guy Spier’s Education of a Value Investor
I wouldn’t call this a book review, this post is derived from my annotations on OneNote from a few months ago. I initially shared this with my partners but the book seems to have gotten some traction...
View Article“Some moats are harder to cross”
That was the title of an e-mail I got from an old friend, who was actually the first person ever to dream about Buysiders.com – back in 2006!! – and make it real (I believed in it and ran with it, but...
View ArticleBerkshire Hathaway 2015 annual report + Munger Residences
I have just finished reading Berkshire Hathaway’s 2015 10-K. The letter to shareholders by Warren Buffett (edited by Carol Loomis) is brilliant, as usual. I have written here (2009) and here (2015)...
View ArticleReading lists – CEOs and HBS professors
Shamelessly I return to reading lists (just follow the link to find other Buysiders.com posts with this tag). (As a reminder, I don’t make money from these links at all – nothing against it, I’m just...
View ArticleA birthday gift from me
It was my birthday yesterday and I want to share a great information source with my readers: the Valor Intrínseco blog (translation: Intrinsic Value), which joins our blogroll. The blog posts are only...
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