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. Visit our website at www.babygiants.com.au and follow us on twitter © 2021 Strawman Pty Ltd. All rights reserved. | Privacy Policy | Terms of Service | ACN: 610 908 211

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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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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 […]

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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 […]

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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 […]

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Being too early is the same as being wrong (or is it?)

They say that in investing, being too early is the same as being wrong. There’s a lot of truth to that — especially when it comes to things like shorting — but I’m not convinced it applies to growth investing. At least, that is, when the potential upside is large enough. If, after buying a stock, it goes sideways for […]

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How to prepare for the next crash

It wasn’t a great week for the market, with the All Ordinaries dropping a further 3% from its August all-time high. And there’s plenty of reasons to be nervous. The US Federal Reserve is winding back stimulus and signalling higher lending costs. China — our largest trading partner — is facing a potential credit squeeze and property market slump, while trade […]

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Why volatility is the friend of the young investor

I bet you heard the news this week about the China Evergrande debacle. Global markets shedding billions of dollars due to large and small investors fearful of the butterfly effect of an international behemoth in mountains of debt. China making cryptocurrencies illegal certainly didn’t help investor sentiment either, smashing crypto markets and stocks associated with them too. Volatility struck the […]

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Three reasons why you’re underperforming the market

The last year has been a wild one for stock market investors. Since the March 2020 lows, the ASX200 (ASX:XJO) is up an eye watering 56%, the NASDAQ (ASX: NDQ) has gained 71% and the S&P500 (ASX:IVV) has marched 54% higher. With astronomical gains from these indices, individual investors may have seen similar results. However, if you’re not matching these […]