Episode 16: More results — Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

“To invest successfully does not require a stratospheric IQ, unusual business insights, or inside information,” said Buffett in a foreword to Benjamin Graham’s The Intelligent Investor. “What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework.” According to uncle Warren, factors like habits, character and temperament are what matter most. “What […]

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 […]

Is there more pain to come?

Discussion, analysis and investment ideas from three investing tragics

Kiwi breast imaging software specialist Volpara (ASX:VHT) has confirmed it is on track to meet its target for NZ$17.1 million in annual recurring revenue (ARR) for the 2020 financial year. That compares with an ARR of NZ$6.6 million in the previous year, with the recent acquisition of MRS Systems expected to contribute around NZ$6.7 million to the total. At the […]

Time to buy or time to run?

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

The company delivers on its promise of positive operating profit