Asking the Right Questions
Liverpool FC: riding a wave of momentum
In the English Premier League, the battle for top four and Champions League football next year continues to heat up. Liverpool FC are riding a wave of momentum that critics failed to grasp, with two well earned victories over Southampton. The type of short-termism that drives financial market…
Where I am allocating my football capital
The legendary Bill Shankly once said that “If Everton were playing at the bottom of the garden, I’d pull the curtains.” Well if he was looking down on the weekend’s Merseyside derby he’d have surely pulled the curtains, for what was a disappointing encounter….
Liverpool & Tesco Plc revisited: a dead cat bounce?
On December 15th, I wrote a piece on the hope I shared, as a Liverpool FC fan, with Tesco investors, the hope that we had finally hit rock bottom. Since then the fortunes of both organisations have improved dramatically;
Adding a dynamic allocation that can adapt to the changing environment
As I think about the outlook for the global economy and financial markets in the year ahead I can’t help but bring it back to a sporting context, in my case football. In preparation for every football match a manager sets out his team…
Liverpool FC & Tesco Plc: now at rock bottom?
Being a fan of Liverpool FC must be a bit like how Warren Buffett feels with his investment in Tesco Plc. Just when you think things can’t get any worse, they do! After falling from a high of 335.75p in February, the share price…
Football, a microcosm of life
The legendary Bill Shankly famously said “Some people believe football is a matter of life and death, I am very disappointed with that attitude. I can assure you it is much, much more important than that”. Judging by my use of football analogies in…
Steven Gerrard: 16 years an LFC player, forever a Legend!
Consistency of performance is the holy grail of active management, but it is really what everyone at the highest level of their profession strives for. One man that has been doing it consistently for 16 years is the legendary Steven Gerrard. Saturday marked the…
The 80/20 Rule: Applied to Liverpool FC
In 1941, management consultant Dr. Joseph M. Juran made his observation of the “vital few and trivial many” whereby 80% of the effects is driven by 20% of the causes. (Apparently, in later years, Juran preferred “the vital few and the useful many” to…
Xi – Abe Handshake: Awkward!
There is much written on the importance of a good handshake, a ritual that for some can speak volumes of a person. In a world where first impressions are imperative, a handshake can leave a lasting impression. The worst has to be the “dead…
Adjusting to QE, is like life after Suarez!
Just as markets are struggling to adjust to life after QE, Liverpool have yet to come to terms with life after Luis Suarez. If “QE puts beer goggles on investors by creating a line of sight where everything looks good”, it seems Suarez made…
