Category Archives: Investing

Who gives you financial advice?

“Chief executive Charles Anderson said the level of qualification among the SovNet force varied from nothing more than high school exams through to a handful with university degrees.” Maria Slade, NZHerald That’s the CE from Sovereign, an insurance company, and … Continue reading

Posted in Investing, NZ Business | 6 Comments

Sky TV’s easy credit

Sky’s results came out this week – and while subscriber numbers grew the financial results were at the low end of expectations. I feel that their product is disappointing – with too much rugby translating into a general loss of … Continue reading

Posted in Business, Investing, media, NZ Business | 5 Comments

Making sure you make money from your business

These are notes from a whiteboard session that I led at BarCamp on Saturday. There were plenty of people in the room for the end of day session, and we had an excellent discussion. We were trying to answer the … Continue reading

Posted in Business, Internet Business, Investing | Tagged , , | 5 Comments

So you’ve got a good idea – now what?

I’ve been getting an increasing number of ideas over the transom over the last few weeks. It started before the radio interview last week, accelerated because of that, and tomorrow it seems I’m in the latest issue of Idealog. It’s … Continue reading

Posted in Internet Business, Investing, NZ Business | Tagged , | 10 Comments

When to resign from a board

Over at the SEC is an excellent letter from Richard E Middlekauff – who just resigned from the board of Heelys, Inc – a shoe company. Here’s why: 1: The shareholders are not maximising their return after the company was … Continue reading

Posted in Business, Investing | 1 Comment

How Baupost’s goresight let them weather the storm

Notes from Seth Klarman’s speech at Columbia Business School is, interestingly, the most popular clicked-on link from here, coming from The Baupost Story post. So let’s do a round up of coverage, find some more reading on the Baupost story … Continue reading

Posted in Investing

Understanding our animal spirits

Prof Shiller (remember him from “Irrational Exuberance) has partnered with George A Akerlof in a strangely titled new book: Animal Spirits. I’m recommending it even before reading it. It’s basically about why we don’t behave as rational consumers when faced … Continue reading

Posted in Business, Investing, media, Trade Me | Tagged , | 2 Comments