Episode 7: Envirosuite, ooh Media and Rocket Lab

Founder and Managing Director of Strawman Andrew Page chats stocks and investment theory with Jeremy

The Australian stock market is less than 2% of the entire global equities market and doesn’t contain any of the world-renowned high flying stocks like Apple, Amazon or Facebook. So why then is there huge upside potential in investing down under? Three main reasons give us Australians a huge advantage when it comes to buying stocks in our own backyard.  […]

I recently watched a talk by Patrick Honohan, Ireland’s central bank governor through the depths of the GFC. He was reflecting on the country’s property and banking collapse of 2009, and no surprise, it got my inner perma-bear twitching. But this isn’t about to turn into some Chicken Little rant about the similarities with Australia’s housing market. Actually, there are […]

Donor management platform provider PushPay (ASX:PPH) today announced the acquisition of Church Community Builder (CCB) in a deal worth US$87.5 million. Founded in 1999, Church Community Builder sells a Church Management System (ChMS) and has over 4,000 existing customers. The cloud based platform enables churches to more effectively engage with their community and manages a range of administrative functions. PushPay […]

We love our small caps here at Strawman. And not without good reason. The trouble is, at least according to conventional wisdom, that things are far riskier in that space. Perhaps that’s true, to some extent, if by risk you mean volatility. And it’s not an unfair characterisation if you assume, as many do, that “small cap” must mean pre-revenue, […]

As investors, we tend to spend a lot of time thinking about value. Or, at least, we should. The simple reality is that even if we buy shares in the world’s greatest business, we can still lose our shirt if we pay a stupidly high price. But what makes a price stupid? How can we possibly know what is reasonable […]

Are shares good value?

Fears over the impact of the worsening coronavirus outbreak continue to drive global markets sharply lower. And, potentially, things could get a lot worse from here. For the long term investor, it’s easy to deride such moves as mere ‘speed-bumps’ along an otherwise sure and prosperous road. Insert a Buffett quote, add a long term chart of market growth and […]