Year: 2014

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

Read More »

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

Read More »

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.

Read More »

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

Read More »

IQ, IP and 8 Commandments of Corporate Governance

Recent dealings with a company led me to think about the relationship between corporate governance, creativity, innovation and what it takes to create or indeed wreck a successful enterprise. A result of having been involved in well over 100 private equity transactions (I’ve long ago stopped counting), Mark no doubt

Read More »

The Bubble is in Cash, Not Stocks…

We are repeatedly reminded by many so-called “experts” that the stock market is in a bubble, and that when central bank quantitative easing programs end stock markets will “crash.” However, it would appear that the only bubble is people’s uncertainty of the future and their desire to hold large sums

Read More »