Episode 11: Audinate, Volpara, Dicker Data, locality Planning and listener mailbag

There is an old joke that captures well one of the central errors of our time. It goes like this: Two economists are walking through the countryside when they spot a pile of cow manure. One turns to the other and says, “I’ll give you fifty thousand dollars if you eat a spoonful.” The colleague contemplates the utility function, accepts the […]

PayPal and Palantir co-founder Peter Thiel has some interesting takes, not all of which you may agree with. But he said something back in 2015 which was bang on: “I’m always sceptical of sectors and trends. People always ask me what some trends are that I see happening in the future, and I have never liked the question because I’m […]

Strong growth and a large addressable market paint a bright future for this Aussie tech star

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 […]

““We mostly just sit around reading, thinking and waiting.” — Stanley Druckenmiller Like all the best investing quotes, this one manages to cram a lot of wisdom into a single line. In some ways it feels obvious, but it’s also easy to overlook. Especially in an era where many seem to think success means having eight monitors hooked up to […]

45% growth in sales was not enough for Mr Market…

One of the great things about equity investing is that you can be extremely fussy. You don’t need to buy hundreds of stocks. A dozen or so can give you solid diversification, provided they’re not all marching to the same beat. And you’ve got literally thousands of candidates to choose from. Tens of thousands, if you’re happy to look offshore. But […]

There are few inventions in human history that can match the transformative impact of the internet. Fire, the wheel, language, the printing press, the Magna Carta—each fundamentally reshaped society. The internet belongs in this pantheon. It has revolutionized not just communication but commerce, finance, culture, and governance. It is difficult to overstate its significance. At its core, the internet is […]