Strawman Blog - The Last Straw

Baby Giants Podcast

Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. Latest episodes below, but you can find the full catalogue on the Baby Giants website, on Spotify, or anywhere good podcasts are found. Also, be sure to follow […]

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Strawman Premium

Strawman is a private online investment club for those that are serious about taking control of their financial future. As part of our inner circle, Strawman Premium members enjoy exclusive access to: The portfolios, trades, research & valuations of all Premium members. The trades and composition of our market beating Strawman Index. Live & interactive online monthly meetings, featuring company […]

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The ‘Risk’ Of Small-Cap Investing

Here at Strawman, we like to poke around the lesser known corners of the market. And why not? There are lots of hidden gems to be found. In fact, there’s plenty of things to like about so-call ‘small cap’ stocks. More growth potential Less competition from other investors Less rational pricing (more opportunity to find significant mis-pricings) Better access to […]

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Houses & Holes: the shape of the Aussie share market

Consisting of over 2100 individual companies, the Australian share market has a few interesting features. One of the first things a curious investor might notice is the significance of the major banks. There are only 21 businesses on the ASX classified (loosely) as banks, but the ‘Big 4’ — CBA, NAB, ANZ and Westpac — are the clear standouts. Combined, […]

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Strawman Mobile App

Strawman now has a a progressive web app. Essentially, it’s the regular Strawman website, but it’ll work more like a native app on your phone. Aside from providing a better mobile experience, it will allow us to offer improved functionality, such as customisable push notifications. Downloading the app is pretty straightforward, although please be aware that the exact process will […]

Guest Contributors

Alf Ianniello, Codan (ASX CDA) CEO, Talks To Strawman Members

One of the perks of being a Strawman member is that I get access to the CEO interviews they do regularly. I’m pleased to share some key takeaways from the recent acquisition with Codan CEO, Alf Ianniello (with Strawman’s permission.) These notes should be thought of as an addendum to my longer article on Codan published just three months ago […]

Guest Contributors

Shooting for 100 Baggers

I recently finished re-reading Chris Mayer’s ‘100 Baggers’, an updated study in the spirit of Thomas Phelp’s iconic book ‘100 to 1 in the Stock Market’, first published in 1972. Without question, it’s become essential reading for investors and I encourage others to dive into its simple and easy to digest wisdom. It impressed upon me some lessons I had […]

Guest Contributors

Straker Translations (ASX:STG) Growth Marches On

Straker Translations (ASX:STG) is a translation services business based in New Zealand, so this article will refer to NZD unless otherwise specified. In the half to September 2021, Straker made a loss of $5.5m on revenue of $23.3 million. Since then, the company reported its cashflow statement for the quarter to December 202, achieving positive operating cashflow of $34,000 and […]

Guest Contributors

Is it time to buy AVA Risk Group?

At the end of last month, AVA Risk Group (ASX:AVA) reported half year revenue down 43% to $20.2 million, but half year profit before tax up a whopping 198%, thanks to its gain on disposal of its services business. That gain put the company in a position to pay over 16 cents per share to shareholders, in the form of […]

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Tech Stocks Enter Bear Market

The Aussie market, as measured by the S&P All Ordinaries Index, entered a ‘technical correction’ this week, having fallen more than 10% from the record high it hit at the start of the year. Small cap stocks have fared worse, down about 14% over the same period of time according the ASX Small Ords. The situation for tech investors is […]

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Strawman index: what’s in the portfolio of Australia’s #1 investment club

The Strawman Index tracks the performance of the most popular stocks across the community. Since 2017, the index has achieved a 31% compound annual total return compared with a 9% gain for the broader market. In 2021, following a market sell off in late November, the portfolio is down 0.7% year to date. We took a closer look at the […]