Author: Andrew Page

General

Confessions of a Bitcoin convert

So I’m long Bitcoin. It’s a bit uncomfortable to admit, because there’s such wide scepticism concerning crypto among a lot of smart people. And it’s hard to deny there’s a huge amount of hype and speculation surrounding the whole affair. I’m sure a lot of people will get burnt. Back in 2017 when Bitcoin first came to global attention, I […]

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How do you Rank in Strawman?

The best members on Strawman are those that deliver the most valuable investment ideas and content. And these won’t always be the same people that top the performance leaderboards. As seasoned investors know, performance is not just about returns but also consistency and timeframe. And understanding the assumptions and insights behind an investment idea is just as important as the […]

General

Stick to the plan

A lot of investors seem to be pivoting their investment strategies in light of the coronavirus crisis. Mine, for better or worse, remains essentially unchanged: Seek to acquire a range of quality companies with a view to holding them for many years.  Aim to hold between 10-15 companies that do not have highly correlated risks. A quality company is one […]