Moats: why they matter and how to make them
May 5, 2021 5:30 amLast week I looked at the famous finance professor and fund manager Michael Mauboussin’s method for valuing companies. It’s the... View Article
Categories for Voices
Why are the Irish banks clubbing together to build an inferior version of Europe’s instant payments network?
May 4, 2021 5:45 amThe Irish banks are all getting together to build a new payments app. AIB, Bank of Ireland, KBC and PTSB... View Article
Boris Johnson’s need to be loved will be his downfall in the end
May 1, 2021 6:00 amIn July 2019, Boris Johnson made his first visit to Northern Ireland as prime minister. His election as leader of... View Article
Spinning Plates – Is the rise and rise of Ronan O’Gara sustainable?
May 1, 2021 6:00 amTwo hemispheres, three house moves, four jobs and five kids – the main question that comes to mind when anyone... View Article
Bonds, bubbles and a “dangerous woman”
April 30, 2021 5:45 amTo help focus minds before a recent call, I was asked to prepare a slide called ‘Medium-Term Economic Risks/Challenges for... View Article
A housing by-election: property and the politics of wealth accumulation
April 29, 2021 6:00 amIn my recent interview with Mary Lou McDonald, the President of Sinn Féin made the point that the next election,... View Article
How a renowned finance professor values companies
April 28, 2021 5:15 amOne of my investing email’s founding principles is that most people shouldn’t bother with stock picking. The payoff isn’t worth... View Article
The right track for embattled SMEs? Why the devil will be in the detail for new SME Summary Rescue Process
April 28, 2021 4:15 amWith the legislation currently at drafting stage, there has been much discussion around the recently announced ‘Summary Rescue Process’ for... View Article
The economics (and the financial winners) of cancel culture
April 27, 2021 4:15 amIn a previous article about the emergence of Web 3.0, I discussed the coordinated nature of “smart mobs” and the... View Article
Interest rates, insolvencies and political risk: beware a Eurozone doom loop
April 26, 2021 5:15 am2020 was an important year for the European Union (EU). The pandemic led to a number of important structural changes... View Article
