Episode 7: Envirosuite, ooh Media and Rocket Lab

After steadily climbing the Strawman company rankings, New York based LiveTiles (ASX:LVT) has just qualified for entry into the Strawman index. If history is any guide, that’s a very bullish signal… Comprised of the most popular recommendations from our community of investors, the Strawman Index has delivered market beating returns since inception: What does LiveTiles do? LiveTiles is a software […]

If you’re not growing, you’re dying. Businesses need at least a modicum of growth to push back against the relentlessness of cost inflation. And then there are cost of capital and opportunity cost hurdles one must consider.  Furthermore, if you’re standing still, there’s a chance your competitors aren’t —  which means you’re bleeding market share and relevance. Stagnation is also a […]

Shares have grown 4-fold already in 2019

Do you like highly illiquid assets that involve significant trade frictions and costs? Do you like dealing with an army of mostly useless, self-serving middlemen? Do you like assets that require extreme leverage and offer pitiful yields? Welcome to Australian property. I’m currently in the process of trying to secure a house, and I need to get a few things off […]

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.  […]

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 […]

When Harvey Firestone published Men and Rubber back in 1926, he wasn’t just telling war stories from the factory floor. He was laying out a blueprint — a business philosophy that, nearly a century later, still feels radical. Not because it’s new, but because so many have forgotten it. In his view, if the only reason you’re in business is […]

Better tactics for better returns