Episode 7: Envirosuite, ooh Media and Rocket Lab

Dicker Data’s (ASX:DDR) First quarter results were better than expected

Last week, I highlighted a curious reality: despite incredible advances in tech and productivity, most people are still working as much as ever just to cover the basics. Real wages have gone flat, while the costs of essentials like housing, healthcare, and energy keep climbing. Once you see it, it’s tough to ignore. It cries out for an explanation. It’s […]

No matter what approach you take with investing — and here at Strawman we’re certainly a broad church — it’s impossible to avoid the narrative bias. That is, our tendency to interpret a set of facts or events in terms of a story. A story helps us connect things together, and gives them meaning. It sets out an arc that helps us make predictions […]

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. You can find the full catalogue on the Baby Giants website, on Spotify, or anywhere good podcasts are found. Also, be sure to follow us on twitter. © […]

This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and […]

Babe Ruth is one of baseball’s greatest players, but he also led the league in strikeouts. Over his career, he walked back to the dugout about one in every eight times he stepped up to the plate. And yet, he’s remembered as the GOAT. Why? Because when his bat did connect, it often left the park. 714 times, to be exact. […]

We at Strawman know that bigger isn’t always better. There are plenty of reasons for that, but one of the more enduring comes from William H. Whyte’s classic The Organization Man from 1956. His central point was that large institutions tend to nudge everyone toward the middle. The bigger the machine, the more it wants predictable cogs. Comfort goes up, […]

In a fair and just world, the only way to build wealth is to generate value for others. If you can enhance the subjective well-being of someone — either through your direct labour or by producing a good they desire — you can demand payment. Either in kind, or more likely money; that wonderful, civilisation-unlocking technology that has allowed human cooperation and coordination […]