Insights

 

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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Electric Vehicles, and the Perils of Too Much Investment

NBR Articles, Published 14th December 2021

One of the key ways in which equity markets serve both entrepreneurs and society is by facilitating the flow of capital into promising new ideas and technologies.

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Stock-based compensation and the Mismeasurement of Earnings

NBR Articles, Published 9th November 2021

Price-to-Earnings ratios can be calculated in slightly different ways, using different measures of profits, and can be calculated off either backward looking earnings, estimates of the current year’s earnings, or…

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Why We Prefer Lower-Risk Equity Portfolios

Insights, Published 21st October 2021

At Te Ahumairangi, we aim to build equity portfolios that are predominantly invested in shares of low to average risk, and we try to only invest a relatively small proportion of funds into riskier shares that would be likely to fall harder than average if the market declines...

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