Episode 7: Envirosuite, ooh Media and Rocket Lab

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 […]

Polynovo has enjoyed a spectacular run in 2019, with the share price rising from $0.56 at the start of the year to a high of $2.66 on the back of rising sales in the US and entry into the ASX200. But in recent weeks the share price has languished, dropping nearly 40% in just over a month. So the question […]

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

When Harvey Firestone published Men and Rubber back in 1926, he wasn’t just telling war stories from the factory floor. He was laying out a blueprint — a business philosophy that, nearly a century later, still feels radical. Not because it’s new, but because so many have forgotten it. In his view, if the only reason you’re in business is […]

Travel tech company Serko (ASX:SKO) has seen its shares climb around 37% since it joined the ASX in June last year, but the business seems to have remained under the radar for many investors. So, what does the business do, and is it worth buying? Kiwi know-how Founded in 2007, and listed on the New Zealand Stock Exchange (NZX) since […]

Reporting season is a busy and often stressful time for investors. There’s a deluge of information to digest, synthesise and (potentially) react to. And all at a time when the broader market is responding in significant, and oftentimes unexpected ways. Well, I’m here to tell you that it doesn’t need to be this way.  The reality is that you’re never going to […]

January 2019 Although the start of a new calendar year doesn’t really hold any special significance for investors, the relative dearth of corporate news makes it as good a time as any to reflect on your investments. And, if necessary, undertake a bit of course-correction. The fact is, no mater how carefully you build your portfolio, it will inexorably evolve […]

With shares up more than 50% in the past few months, is there still further upside for Knosys?