Month: September 2014

Debt Chart Porn

Like a bad case of hemorrhoids, debt is a topic too often left out of polite conversation. It’s a good thing then that you don’t come here for polite conversation! It is a topic previously written about in these pages and one which has the power to keep me awake

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Passion – It’s Not Just What Happens Between the Sheets

Most of the really big returns made by investors and entrepreneurs come from companies which seem to have one unmistakable element. We look at a mountain of deals and consequently the filtering process is very rapid. In fact over 90% of the deals that hit our respective desks are pre-filtered

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3 Reasons Apple Should Run

It’s a massive waste of time. I told Mark so but he wouldn’t listen; he still sat down to watch the elections taking place in New Zealand, his new found homeland. No matter where you’re located in the world, if you watch TV – which I don’t – then you’re

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Decision Making – Part Deux

A little while ago I shared 6 ways to improve decision making. In response I received a number of comments, the most insightful of which I’d like to share with you today. My main point in the previous article was that information, together with a strong filtering process, form the

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Round 2 for the Japanese Yen

Today’s article is compliments of our friend Mark Schumacher at ThinkGrowth. Mark has been a reader and subsequently become a regular bouncing board for us with respect to publicly traded equities, market sentiment and the like. I always value his thoughts and it is a rare occasion that we disagree.

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6 Ways to Improve Decision Making

It was one of my first private equity deals ever. I was introduced to a group of guys, all sporting adequate qualifications, a good story (BTW, almost everyone has a good story if only in their own minds) and they were already backed by a well-known Angel. The market opportunity

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