Fads Attract Cads

NBR Articles, Published 20th December 2022

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

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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…

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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.

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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.

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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.

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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.

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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.

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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.

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Time to Telco

NBR Articles, Published 15th March 2022

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

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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…

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