Episode 11: Audinate, Volpara, Dicker Data, locality Planning and listener mailbag

The market always offers up something of a mixed bag each results season but, on balance, at least among the most popular stocks on Strawman, what we’ve seen so far has been rather encouraging. Not so much in terms of the immediate market reaction — though we’ve certainly seen some big moves — but in terms of what these numbers say […]

Are shares a buy?

This week was the 10th anniversary of the collapse of US investment bank Lehman Brothers, the event that’s seen as precipitating the Global Financial Crisis. The milestone has many in the media questioning the current bull market, one that is starting to get rather long in the tooth and is showing more than a few red flags. In fact, parallels […]

“Life is really simple, but we insist on making it complicated” Confucius  The same could be said of investing, where the complexity bias — a logical fallacy which equates complexity with accuracy — results in a proliferation of highly detailed models and valuations.  But, to paraphrase Joel Greenblatt; if you can easily and simply explain why something’s a great business, and how […]

Ian Cassel absolutely nails it with this tweet On the ASX alone there are over 2,000 individual stocks. There’s something like 10,000 across all US equity markets. It’s impossible to have a thorough understanding of every single one. The good news is, you don’t need to. In fact, you shouldn’t even try. Having a take on every company doesn’t make […]

When I first started to attend company briefings, I usually came away feeling more than a little stupid. It always felt like I was accidently sat at the adults table; nodding along like an idiot and desperately hoping no one expected me to speak. While others asked probing questions on all manner of esoteric accounting adjustments and industry specifics, I […]

Is this a buying opportunity?

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