Abundant Intelligence
Investors keep having the same argument about AI, but it’s the wrong one. There can be a genuine, society-altering technology and a very expensive,…
Andrew Page
Pondering Position Sizing
The Kelly Criterion won’t give you the true odds — but it will stop you betting the house on a number you invented.
Strawman Premium
Strawman is a private online investment club for those that are serious about taking control of their financial future. As part of our inner…
Siren Songs
Charismatic CEOs make growth sound irresistible — even to seasoned sceptics. The remedy is not cynicism, but facts, weakly held opinions, and the humility…
Strawman Club Rules
This week we reopened the doors to new members and are delighted to welcome some new names to our little community. If you’re new…
Two Steps Forward, One Step Backwards
There's a special kind of psychological torture that comes with small-cap investing. Only at the spicier end of the market can you find yourself…
Strawman 2.0
Against all odds, and despite my highly questionable coding skills, the new Strawman website is officially out in the wild. As I'm sure you've…
Staying In Your Lane
Scroll through Financial Twitter and you'll quickly find yourself drowning in a sea of absolute certainty. Everyone, it seems, knows exactly where the price…