Episode 8: Macro outlook, Microcap investing & Scorecard review

Does the recent pull-back represent a buying opportunity, or do shares have further to fall?

But are shares still worth buying?

After steadily climbing the Strawman company rankings, New York based LiveTiles (ASX:LVT) has just qualified for entry into the Strawman index. If history is any guide, that’s a very bullish signal… Comprised of the most popular recommendations from our community of investors, the Strawman Index has delivered market beating returns since inception: What does LiveTiles do? LiveTiles is a software […]

An informed investor is a successful investor…

Founder and Managing Director of Strawman Andrew Page chats stocks and investment theory with Jeremy

I was fortunate enough to join Luke Winchester (aka Wini) from Merewether Capital on Ausbiz last week, and he made a rather good point. Well, he made many, but the following stood out to me. To paraphrase: “If you can’t easily figure out exactly what a business does, it’s usually best to move on.” It’s a good heuristic. Right up there […]

This week, Matt picks through the crypto wreckage — are there bargains to be had now the bubble has popped? Also, Andrew walks us through Woolworths’ massive share buy-back and the boys talk though some of the ways companies can manipulate their accounts, and how investors can spot a few red flags.

Charlie Munger has loads of great quotes, but this one is a standout: The first rule of compounding: never interrupt it unnecessarily Charlie Munger The maths behind compounding is easy enough, but the intuition is anything but. If you can find an investment that compounds at 20% per annum, the gain you make in year 10 is greater than the total […]