In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8).
Plus, we open the mailbag to answer some listener questions.
We at Strawman know that bigger isn’t always better. There are plenty of reasons for that, but one of the more enduring comes from William H. Whyte’s classic The Organization Man from 1956. His central point was that large institutions tend to nudge everyone toward the middle. The bigger the machine, the more it wants predictable cogs. Comfort goes up, […]
As the manic rhythm of the ASX begins to settle into its annual summer slumber, it’s a good time to step back from the screens and recharge our batteries. To that end, we’ll be taking a short break from our regular weekly correspondence over the coming weeks as we look to refresh and prepare for the year ahead. While the […]
We all like to attribute our winners to our foresight and cunning. The losers? Well, they were the result of bad luck. The truth, of course, is that random chance — both good and bad — plays a scarily big part in shaping our investment outcomes. That’s not to say it’s all just a roll of the proverbial dice, but it pays […]
One of the great things about equity investing is that you can be extremely fussy. You don’t need to buy hundreds of stocks. A dozen or so can give you solid diversification, provided they’re not all marching to the same beat. And you’ve got literally thousands of candidates to choose from. Tens of thousands, if you’re happy to look offshore. But […]
At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]
Between 2019 and 2020 Warren Buffett’s Berkshire Hathaway (NYSE:BRK) underperformed the S&P500 by 37%. It was one of the poorer periods of relative performance for the Oracle of Omaha, who was “burdened” with loads of cash and missed out on a lot of the boom in technology stocks. As you can see, Buffett regularly lags the broader index. And sometimes […]