Strawman Blog

The Art of Being Abstract

I’m not the fanciest person. I’m one of the last people you’d want to hear from if you wanted to know more about abstract art. There is, apparently, a Picasso hanging in the National Gallery in London called Fruit Dish, Bottle and Violin [1]. I know this because I looked it up (and just FYI, that’s an experience that will […]

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Keeping it fresh

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

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Episode 17: Appen’s acquisition, Advance NanoTek, Clinuval Pharmaceuticals and more!

Discussion, analysis and investment ideas from three investing tragics

Guest Contributors

The Selling Blindspot

Selling is a big blind spot for investors. For every thousand articles about when to buy a company, we’re lucky to find one about when to sell. Yet selling has a huge impact on our long-term performance.

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Episode 16: More results — Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…

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Drinking from a fire hose

With the latest half-yearly reporting season now over, it’s a good time to reflect on our investments. At least, that is, in a more considered way than is possible in the heat of the moment. The spray of numbers, often coming from multiple companies on the same day, can be extremely hard to digest. It’s like drinking from a fire […]

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Episode 15: Results round-up: Appen, MNF Group, A2 Milk & more

Following a big week of half-yearly reports on the ASX, the guys cover six of their favourite stocks — and all in under 40 minutes! Stocks covered: Appen (ASX:APX), MNF Group (ASX:MNF), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M), Webjet (ASX:WEB) & ProMedicus (ASX:PME).

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Nanosonics (ASX:NAN) Keeps firing

What a run, but are shares now too expensive?

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Episode 14: Altium, 1300 Smiles and stocks feeling property pain

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).

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Episode 13: Paragon, Nearmap, Kip McGrath and preparing for earnings season

This week, we discuss Paragon’s (ASX:PGC) profit downgrade, Nearmap’s (ASX:NEA) stellar performance and why Kip McGrath (ASX:KME) is Claude’s second largest position. Plus, Matt takes us through how he likes to prepare for earnings season, and why it matters.