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Added 13 Jan 2009 Disclaimer
These opinions are my own, and not that of any of my current or former clients.
Category Archives: Investing
I almost purchased an apartment
Along with stocks we are also seeing a plunge in housing prices. The mortgage payment/rent equation is still wacko (it should be about 1-1) but 3 weeks ago I decided to place a tender offer on an apartment that I … Continue reading
Invest now – but only in quality businesses
Linked in just raised US$76m from some strategic investors, while over in Western Australia Tanami Gold grabbed AU$12m from almost all exisiting shareholders. In Canada vBrick systems got $11.9m – they make enterprise video systems, and managed to get Menlo … Continue reading
Posted in Global Macro Trends, Internet Business, Investing
Tagged aapl, Investing, valuation
1 Comment
Saving New Zealand from the crisis
Mark Welden and David Skilling went to Davos, got back to NZ, clearly talked a lot over beers and came up with what I can only term a business first over-reaction to the current global gyrations. Good on them for … Continue reading
Posted in Investing, Life, media, NZ Business
5 Comments
Portfolio judgement month hits hard
It’s been a rough ride for everyone on the equity markets. I really have not followed my own advice and got out of my short positions far too early and went hard into Apple long options. I’m too scared to … Continue reading
Three business ideas: 1: Baby Business Bank
It’s easy to take advantage of today’s doom and gloom, but you need a stiff will and plenty of freed up capital. Here is the first of three ideas. 1: Baby Business Bank It’s hard enough these days to get … Continue reading
Posted in Business, Investing, NZ Business
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Economic Judgement Day: 2008 edition
Markets have them all the time, and it is finally here – judgment day. The day when lousy economics and fundamentals get confronted with harsh reality and bright lights. Prices plummet, businesses fail and jobs and economies fall. My portfolio … Continue reading
Time to return
From beautiful Cape Leveque, which is North is Broome, I woke in my tent to the dawn light. After visiting a local community, it is time to return. The day before I fielded several phone calls from companies I am … Continue reading
Posted in Investing, Life, Motorcycling
2 Comments
Top 10 things to change at eBay
I’d love to get into the numbers in the recent changes to eBay, but it is too hard on this iPhone. But regardless, here are my top 10 suggestions for change at eBay: 1: allow google checkout and integrate it. … Continue reading
Posted in auctions, Internet Business, Investing
1 Comment
Back from judgement day. Whew.
A little while back my US portfolio got whacked – it was judgment day. But while the volatility of the US stock market took its toll, the positions I held are now coming through, and the portfolio is essentially back … Continue reading
If nobody owns your mortgage note then you are in luck
It seemed like a great idea at the time. Sign folk up to mortgages, sell the mortgages to another financial player who then bundles the mortgage with thousands of others and sells various risk based slices. It failed in three … Continue reading
Portfolio Judgement Day
I was long on Apple when it went up, shorted Citigroup (Citibank) as it went down, and was recovering my portfolio YTD returns to the heights of a month ago. Then came judgement day. Judgement days do come in stock … Continue reading
Posted in Business, Global Macro Trends, Investing
1 Comment
Banks? Real estate? the worst is yet to come
a Little bank story for kids, courtesy of the WSJ, and as told to writer Brian M Carney by billionaire and Private Equity pioneer Ted Forstmann. Once upon a time, when credit conditions and the costs of borrowing money were … Continue reading
Posted in Business, Global Macro Trends, Investing, Life, media
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Half year Portfolio update
so – am I following Baupost‘s advice in my own investments? I try to. It pays to be reminded again and again though, as like most people investing is a very part time game for me. But I’m happy about … Continue reading
Posted in Investing, Life
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The Baupost story
Imagine making over 20% a year since 1983. Safely. $10,000 invested then would be worth about $1m now, but the original investors had $27m, and they have made over 6,100% after fees. Sounds like the sort of place you’d like … Continue reading
Posted in Business, Investing, Life
2 Comments
The WWDC Apple show – how it got so big
It’s the annual Steve Jobs speech at the WWDC – (Word Wide Developer Conference) on Monday morning US Pacific time. While we wait for the new iPhone, Snow Leopard and a host of other rumours, check out the history of … Continue reading
