Episode 9: Integrated Research, Xref and Mailbag

PayPal and Palantir co-founder Peter Thiel has some interesting takes, not all of which you may agree with. But he said something back in 2015 which was bang on: “I’m always sceptical of sectors and trends. People always ask me what some trends are that I see happening in the future, and I have never liked the question because I’m […]

There’s this internet slang term you may have heard of: NGMI. An acronym for “not gonna make it,” it’s used as a bit of a dig at those making poor life choices. Texting your ex at 2 am? NGMI.Buying a jet ski on Afterpay? NGMI. Turns out, it’s also the perfect slogan for the stock market. Every bull run, every […]

Is now a good time to buy?

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, […]

According to Vanguard, here’s what the various asset class returns look like since 1991: Kind of what you’d probably expect; the further you move up the ‘risk spectrum’ the better the average returns. Sure, the differences don’t appear huge, but they add up over time. But you know this. It’s no doubt part of the reason you’re here. So this […]

While most tech stocks have been busy carving out fresh record highs in 2019, kiwi payments platform PushPay (ASX:PPH) has failed to elicit the same enthusiasm from investors. Although shares have climbed around 20% higher so far this year, they remain below their 2018 high and are hovering at levels first reached in late 2017. So, what’s going on? The […]

In this, our finale episode for the season, Claude takes us through the investment case for Vista Group (VGL), and we reminisce about past episodes and stock picks. For more great content, please visit us at www.strawman.com, www.mattjoass.com & www.ethicalequities.com.au Email us at [email protected] And find us on Twitter @sage_simian @mattjoass @claudedwalker Return to the Strawman Platform here Strawman is Australia’s premier online investment club. Join for […]

Is there more upside to come?