Jim Collins Interviews Jorge Paulo Lemann

Must watch interview of Jorge Paulo Lemann, one of the owners of 3G Capital. Jorge Paulo Lemann is Brazil’s richest man thanks to his stake in Anheuser-Busch InBev, the world’s largest brewer, which he owns through private equity firm 3G Capital together with fellow billionaires and longtime partners Carlos Sicupira and Marcel Herrmann Telles. The trio alsoContinue reading “Jim Collins Interviews Jorge Paulo Lemann”

Factors needed to make money in the stock markets

Walter Schloss was, together with Warren Buffett, Benjamin Graham’s students at Columbia University. Sometimes forgotten value investor with an amazing performance (see tables below). Today I discover a Walter Schloss called “Factors needed to make money in the stock markets” that he wrote in 1994, I believe these are his principles for make money. Must read for allContinue reading “Factors needed to make money in the stock markets”

Reading Warren Buffett’s Letters

We’ve long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children.Continue reading “Reading Warren Buffett’s Letters”

Always learner.

The purpose of this blog for me is to translate my thoughs about investing and business. Nowadays we live in a world with too noisy information. Another reason for this blog is to build up my own principles. I will use my Twitter account to publish short thoughs about companies/market and this blog I willContinue reading “Always learner.”