Category: General

This week, we attended the inaugural Coffee Microcaps conference, where we had the chance to hear from a bunch of interesting Micro-cap companies, as well as rub shoulders with some heavy-hitting private & professional investors. We run through our thoughts on all the companies that presented: Volpara (VHT), BlackWall (BWF), SkyFi (SKF), Kangaroo Plantation Timber (KPT), Locality Planning (LPE), XRef […]

There’s a lot to love at the smaller end of the ASX…

At Strawman our goal is to build a network of investors that will both challenge and inspire you…

This week, Matt picks through the crypto wreckage — are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths’ massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.

One of history’s most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us […]

This week, we revisit Wisetech (ASX:WTC) following its cash grab; should investors participate in the capital raise? Also, we run the ruler over water specialist Fluence (ASX:FLC) and we ask whether fan favourite ProMedicus (ASX:PME) is now too expensive. Plus, we talk about the pros and cons of using leverage, why position sizing is so important to your returns and […]

We’ve made important changes to how the content on Strawman ages

Discussion, analysis and investment ideas from three investing tragics

This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…

With the latest half-yearly reporting season now over, it’s a good time to reflect on our investments. At least, that is, in a more considered way than is possible in the heat of the moment. The spray of numbers, often coming from multiple companies on the same day, can be extremely hard to digest. It’s like drinking from a fire […]