Insights

 

Fads Attract Cads

NBR Articles, Published 20th December 2022

Investing in a business is generally a long-term commitment.

Read More
The Perils of Disproportionate Voting

NBR Articles, Published 15th November 2022

If you were putting up the majority of the capital required to establish or fund a business, would you allow your business partner uncontestable control over the finances and direction…

Read More
The stronger US dollar will be a headwind for US big tech earnings

NBR Articles, Published 11th October 2022

The US dollar has been remarkably strong this year.

Read More
Truth or bulls**t in financial accounting

NBR Articles, Published 6th September 2022

A company’s financial statements paint a picture of the profits that the company is generating.

Read More
Can Amazon shares deliver an acceptable return to shareholders?

NBR Articles, Published 2nd August 2022

The share market values Amazon. com at US$1. 37 trillion, making it the fifth most highly valued company in the world after Apple, Saudi Aramco, Microsoft, and Alphabet.

Read More
What if China invades Taiwan?

NBR Articles, Published 28th June 2022

The economies of both Mainland China and Taiwan are crucially inter-linked with the rest of the world.

Read More
When the tide goes out...

NBR Articles, Published 24th May 2022

When the tide goes out, you get to see who's been swimming naked.

Read More
Interest Rates and Equities

NBR Articles, Published 20th April 2022

Over the past few months, long term bond yields have risen by 1% or more in all significant developed economies, apart from Japan.

Read More
Time to Telco

NBR Articles, Published 15th March 2022

The internet boom of the late 1990s was not restricted to just Information Technology companies.

Read More
When Growth Stops

NBR Articles, Published 8th February 2022

Investors sometimes figure that if they can foresee a certain amount of growth in a company's earnings per share then it should be reasonable to anticipate a similar amount of…

Read More

1 2 3 4