Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
Episode 8: Macro outlook, Microcap investing & Scorecard review
Grind & Grow
In a world obsessed with instant results, it’s easy to get discouraged when our efforts don’t seem to pay off right away. Hit the gym every day for a week, eat nothing but kale and quinoa, and what do you get? Sore muscles, aching limbs, and… nothing. The scale hasn’t budged, your six-pack is still in hibernation, and all that […]
Is PushPay (ASX:PPH) a buy?
While most tech stocks have been busy carving out fresh record highs in 2019, kiwi payments platform PushPay (ASX:PPH) has failed to elicit the same enthusiasm from investors. Although shares have climbed around 20% higher so far this year, they remain below their 2018 high and are hovering at levels first reached in late 2017. So, what’s going on? The […]
Strawman Investor Conference
The live Melbourne event was a lot of fun, giving us the chance to connect with over 50 of our members and share some interesting investment ideas. It was also great to put a face to a few familiar Strawman usernames. For those that couldn’t make it, you can check out a couple of the presentations on Youtube. Owen from […]