Forum Topics Strawman Meeting Guests
twee
Added a month ago

Was great to have Matt on so thanks for that.

I think Tony from CCA could be good to have on.

@Strawman Could you add Black Pearl Group, BPG? I promise to put a straw up on it!

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Strawman
Added a month ago

Hmm, it's not in the S&P database as yet @twee . Or at least not under that name.. still has it marked as delisted, so I assume the ticker was used previously by another company?

I'll try again in the coming days, as it should bubble through their systems soon.

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twee
Added 4 weeks ago

@Strawman is BPG added yet? cheers.

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Strawman
Added 4 weeks ago

Should be good now @twee

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UncleWally
Added 2 months ago

Excellent work @Strawman I love listening to anything Matt has to say.

He and Joe Magyer made some great picks back in the day when I was with MF PRO.

That enabled me to help my 2 daughters with some mortgage relief and diversify some funds into Lakehouse Capital and Maven Funds Management.

As I approach my senior years I feel comfortable having them manage some of my precious capital.

I'd love to hear from Donny Buchanan from Lakehouse too one day if you couldmanage it.




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jcmleng
Added 2 months ago

Fully agree @UncleWally! MFPro was life changing in many ways. I was barely 6M-ish into MF, doing stupid things, before MFPro came up. It was on pure blind faith I paid up, acted as instructed, and the rest is history, still playing out today ... It wasnt only about the stunning returns, but the education on how to properly invest that made the difference

LHGG and Maven is part of my diversification and risk management strategy in terms of companies, global vs domestic and keyman/investment style and have signed up to both on day dot.

A few years back, prior to joining SM, I looked to LH and Maven to get ideas - "if it was good for Joe and/or Matt, it must be good for me" was my mindset. But since joining SM, that approach no longer made sense as trying to replicate their holdings worked against my diversification strategy.

Long may their success continue!

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Strawman
Added 2 months ago

I managed to lock in Matt Joass from Maven Funds to join us for a chat next Tuesday.

He'll walk us through his current thoughts on the market and, in his words, "the AI Bubble", plus some of his favourite stock ideas.

Should be a good one!

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Shapeshifter
Added 2 months ago

The elusive Matt Joass! I really like his way of thinking about stocks. Mader Group is one of my big holdings that has done well thanks to him. Excellent score @Strawman .

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RobN
Added 2 months ago

I'm sure there are many happy investors in the Maven Small Companies Fund among the Straw fraternity

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BendigoInvesto
Added 2 months ago

Fabulous, I enjoy Matts thinking and strategic approach. Also good to listen to.

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Magneto
Added 2 months ago

Thanks @Strawman for getting Matt Joass on!

Great conversation, and really interesting to hear his take on a few companies, whether AI is a bubble, and how he approaches his process. I’m also invested in the Maven fund, so it was valuable hearing his perspective directly.

I think AI is a great tool, but as Matt pointed out, its foundations and limitations still matter. In some ways it already reminds me of social media and how quickly it can shape narratives.

I couldn’t help thinking of that post on Twitter/X while he was talking about AI:

“The dumbest person you know is being told: ‘You’re absolutely right!’ by ChatGPT.”

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Strawman
Added 2 months ago

You have to check out South Park's take on this @Magneto. Absolutely nails it.

Here's a clip that gets at what you're talking about

https://youtube.com/shorts/5klhOEkdCQ4?si=Px2IU3c1V006GN07

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Magneto
Added 2 months ago

Definitely check it out!!

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GazD
Added 6 months ago

How about Eroad? (ERD) saas revenue inflecting profitability all the Strawman type stuff!

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