Episode 9: Integrated Research, Xref and Mailbag

…or are we already there?

This week, Matt picks through the crypto wreckage — are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths’ massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.

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

At Strawman we’re all about small-cap investing. “Crypto”, in the main, isn’t much of a focus for most of our members. Magic internet tokens are almost antithetical to any notion of sound, time-honoured investment principles. And it’s hard to think of an industry that has a worse history of blow-ups, Ponzis and grift. But with Bitcoin now back at all time highs […]

Shares in fast-fashion jeweller Lovisa (ASX:LOV) have been on a tear so far this year, having roughly doubled since January. And not without good reason — sales are growing well and the business continues to roll out new stores at a solid clip. The question, of course, is whether it’s too late to buy. What does Lovisa do? Lovisa is […]

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]

Shares have more than doubled over the past year, but has the market gotten carried away?

This company is the world leader in its chosen field, with daylight between it and its nearest competitor. Moreover, the industry itself is growing rapidly and the company in question has so far only captured less than 20% of the addressable market. Sales have been growing at a double-digit rate, …