Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.
There’s a growing sense of discontent today, and not unreasonably so for those who feel the system has let them down. And, let’s be real, it has let a great many people down. Unless you have outsized earning power, or have built up a decent portfolio of assets, life is getting increasingly difficult. And even if you do, life isn’t […]
If there’s one thing that markets hate, it’s uncertainty. And with trade wars, political ructions and mixed economic signals — not to mention a host of company specific factors — it’s tempting for investors to sit on the sidelines until the outlook becomes clearer. The trouble is, if certainty is what you crave, you could be waiting for a long, […]
A friend of mine was giving me a bit of grief about Bitcoin the other day. In particular, the fact that I was “investing in something that is entirely intangible, abstract, and made up.” Moreover, its market value was entirely dependent on a shared delusion being effectively sustained. (Before you scroll past this, let me quickly add: this is not […]
We love our small caps here at Strawman. And not without good reason. The trouble is, at least according to conventional wisdom, that things are far riskier in that space. Perhaps that’s true, to some extent, if by risk you mean volatility. And it’s not an unfair characterisation if you assume, as many do, that “small cap” must mean pre-revenue, […]