Category: Guest Contributors

One of the perks of being a Strawman member is that I get access to the CEO interviews they do regularly. I’m pleased to share some key takeaways from the recent acquisition with Codan CEO, Alf Ianniello (with Strawman’s permission.) These notes should be thought of as an addendum to my longer article on Codan published just three months ago […]

I recently finished re-reading Chris Mayer’s ‘100 Baggers’, an updated study in the spirit of Thomas Phelp’s iconic book ‘100 to 1 in the Stock Market’, first published in 1972. Without question, it’s become essential reading for investors and I encourage others to dive into its simple and easy to digest wisdom. It impressed upon me some lessons I had […]

Straker Translations (ASX:STG) is a translation services business based in New Zealand, so this article will refer to NZD unless otherwise specified. In the half to September 2021, Straker made a loss of $5.5m on revenue of $23.3 million. Since then, the company reported its cashflow statement for the quarter to December 202, achieving positive operating cashflow of $34,000 and […]

At the end of last month, AVA Risk Group (ASX:AVA) reported half year revenue down 43% to $20.2 million, but half year profit before tax up a whopping 198%, thanks to its gain on disposal of its services business. That gain put the company in a position to pay over 16 cents per share to shareholders, in the form of […]

The Strawman Index tracks the performance of the most popular stocks across the community.  Since 2017, the index has achieved a 31% compound annual total return compared with a 9% gain for the broader market. In 2021, following a market sell off in late November, the portfolio is down 0.7% year to date. We took a closer look at the […]

A closer look at Technology One’s earnings reveals an interesting divergence…

Understanding where the next opportunities are begins with understanding one’s own strategy and horizon.

With all the uncertainty, is ANO worth holding onto?

According to the ruling narrative, the current bull market for global equities started in March 2009, is thus almost eleven years old and it looks like it might come to an end in similar fashion as the previous bull market that started in 2003 and finished with a spectacular fall of -50% (or more) between late 2007 and early March […]

Infection control company Nanosonics (ASX: NAN) today released its first half results for the 2020 Financial Year. Nanosonics sells the Trophon EPR device for disinfecting ultrasound probes, as well as the consumable capsules required for each disinfection cycle. This can be thought of as a razor + blade business model. The bad news was that profit before tax was down […]