Episode 10: Australian property, selling Class and buying Webjet

There is no one ‘right’ way to invest. Even if there were, somehow, a way to prove the superiority of a particular approach, it’s not worth much if you lack the wherewithal to execute it. And it’s not necessarily a question of ability; temperament, time, experience, resources, personal interest, and many other things besides, are also important. The best investing […]

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 […]

Paradigm-shifting innovation always has its skeptics. It’s almost a rite of passage. Virtually all of our modern technological marvels — the things we today take for granted — were initially met with plenty of Fear, Uncertainty & Doubt (FUD). Steam power, electricity, radio, the internet are all great examples, but one less discussed tech revolution deserves special mention — simply because it seems so laughable […]

I bought my first shares in November 1985, the 40th anniversary is here!!—here’s what I learnt since, sometimes the hard way! Through the various cycles, events and characters, the journey and outcomes have been an intriguing, rewarding and interesting way to spend time. Below, I have attempted to avoid, firstly, pointing out stocks you should have bought, as there are […]

Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks — and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME).

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

Strawman member Edgescape kicked off a good conversion on Friday, suggesting Occam’s Razor — the idea that we should favour simplicity over unnecessary complexity — was very much relevant to the field of investing. And clearly, other members agreed. It reminded me of a book by Ben Carlson: A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment […]

Cash flow positive and growing fast, 8common could be worth a closer look