@Rick i had a session with MM a while back. then it was about $20k to join + ongoing ($5Kpa??) that i cant recall. though there is different levels of membership. having had a bit of a look at it, i believe it can be reasonably well replicated with screeens, which i have done. always interested when HC/MM are on if they concur with my view--usually close. to me it is a solid approach. and a banner for the process of following the plan (in this case -buy quality when on sale in this case) rather than the actual plan. the indepth group discussions/mgt meetings they hold could be quite valuable, which interested me. but too expensive for me. sort of like the SM site with more specific style/rigour. actually i think SM was involved at some stage. hope that helps

@Solvetheriddle thanks for your reply. Very useful info! Wow! $20K to join plus $5K per year! It makes Strawman sound like a bargain! I know why they suggest minimum $1 million portfolios.

I find myself agreeing with most things Howard and Mark say. It is my preferred investment style, but it’s not for everyone. For example they don’t invest in unprofitable businesses or businesses that have been listed for less than 5 years.

Onwards and upwards Strawfolk!

Cheers,

Rick

@Rick when I hear the lines those two always utter I can't help but look in the mirror feeling foolish. Having that strict rule of avoiding businesses listed in the past 5 years - plus, I'm sure other rules - to relegate companies that are less likely to be reliable on average is like the reverse of the whole "only buying founder led businesses". Process of elimination with all the dealbreakers and red flags before getting to the positives and then even further beginning to take a look at financials. Seems very sensible and I wonder if the high barrier to entry's designed as a filter for those of us who tend to piss in the wind every now and then.

Team Invest at the MCG Victoria 21 Oct 2025

Discussion:

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