Category: General

As we gear up for another year of thrills and spills on the share market, it’s hard to avoid the blitz of market forecasts that are so reliably issued at this time of year. While it’s often interesting to hear what some people expect, you’d be wise to not take them too seriously. To put it bluntly, if your investment […]

We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]

Here at Strawman, we like to poke around the lesser known corners of the market. And why not? There are lots of hidden gems to be found. In fact, there’s plenty of things to like about so-call ‘small cap’ stocks. More growth potential Less competition from other investors Less rational pricing (more opportunity to find significant mis-pricings) Better access to […]

Consisting of over 2100 individual companies, the Australian share market has a few interesting features. One of the first things a curious investor might notice is the significance of the major banks. There are only 21 businesses on the ASX classified (loosely) as banks, but the ‘Big 4’ — CBA, NAB, ANZ and Westpac — are the clear standouts. Combined, […]

Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. You can find the full catalogue on the Baby Giants website, on Spotify, or anywhere good podcasts are found. Also, be sure to follow us on twitter. © […]

The Aussie market, as measured by the S&P All Ordinaries Index, entered a ‘technical correction’ this week, having fallen more than 10% from the record high it hit at the start of the year. Small cap stocks have fared worse, down about 14% over the same period of time according the ASX Small Ords. The situation for tech investors is […]

They say that in investing, being too early is the same as being wrong. There’s a lot of truth to that — especially when it comes to things like shorting — but I’m not convinced it applies to growth investing. At least, that is, when the potential upside is large enough. If, after buying a stock, it goes sideways for […]

It wasn’t a great week for the market, with the All Ordinaries dropping a further 3% from its August all-time high. And there’s plenty of reasons to be nervous.  The US Federal Reserve is winding back stimulus and signalling higher lending costs. China — our largest trading partner — is facing a potential credit squeeze and property market slump, while trade […]

I bet you heard the news this week about the China Evergrande debacle. Global markets shedding billions of dollars due to large and small investors fearful of the butterfly effect of an international behemoth in mountains of debt. China making cryptocurrencies illegal certainly didn’t help investor sentiment either, smashing crypto markets and stocks associated with them too. Volatility struck the […]

The last year has been a wild one for stock market investors. Since the March 2020 lows, the ASX200 (ASX:XJO) is up an eye watering 56%, the NASDAQ (ASX: NDQ) has gained 71% and the S&P500 (ASX:IVV) has marched 54% higher. With astronomical gains from these indices, individual investors may have seen similar results. However, if you’re not matching these […]