Episode 7: Envirosuite, ooh Media and Rocket Lab

At Strawman we’re all about small-cap investing. “Crypto”, in the main, isn’t much of a focus for most of our members. Magic internet tokens are almost antithetical to any notion of sound, time-honoured investment principles. And it’s hard to think of an industry that has a worse history of blow-ups, Ponzis and grift. But with Bitcoin now back at all time highs […]

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 […]

We’ve made important changes to how the content on Strawman ages

Terry Smith is a former UK analyst and banker who, in 2010, founded Fundsmith with a philosophy that is disarmingly simple: “Buy good companies. Don’t overpay. Avoid fiddling.” It’s a straightforward but powerful approach that has allowed him to quietly outperform most professional investors. He looks for companies with high returns on capital, strong competitive advantages and robust cash generation. He […]

Negative cash flows usually set off alarm bells for investors, and for good reason. At the end of the day cash is the lifeblood of a business. Still, a closer look at things may just reveal a company that is sensibly investing in its future growth. If you can go beyond the surface-level numbers, and build some confidence in the capital allocation decisions of […]

The LaserBond (ASX:LBL) share price rose 11% on Tuesday following announcements of positive revenue and profit forecasts from the company. What does LaserBond do? Founded in 1992, Laserbond is a specialist surface engineering company that focuses on the development and application of materials, technologies and methodologies to increase operating performance and life of capital-intensive machinery components. LaserBond states that its […]

Happy New Year Investor! We hope you managed some well-deserved time off in recent weeks, both from your usual vocation as well as with your investing. Not that we’re advocating for complacency, but it’s often useful to take a step back every now and then. Partly because it’s important to have some time for a broader reflection on your investment goals, […]

Are shares good value?