Strawman
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Strawman is Australia’s premier online investment club. Members share research & recommendations on ASX-listed stocks by managing Virtual Portfolios and building Company Reports. By ranking content according to performance and community endorsement, Strawman provides accountable and peer-reviewed investment insights.
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Blog Posts
29th January, 2026
The Price You Pay
Market history is a graveyard of great companies that were terrible investments. Not necessarily bec...
22nd January, 2026
The Road Ahead For Strawman
I hope you had the chance to switch off for a bit over the holiday break. We’re a bit like computers...
18th December, 2025
2025 Reflections
As the manic rhythm of the ASX begins to settle into its annual summer slumber, it’s a good time to ...
18th December, 2025
The Manure Illusion
There is an old joke that captures well one of the central errors of our time. It goes like this: Tw...
11th December, 2025
The $1 Test
A business is best thought of as a machine; one that takes various inputs (capital, commodities, peo...
4th December, 2025
Clone, Wait, Win
At a recent value investing conference, money manager Mohnish Pabrai, a self-described “shameless cl...
27th November, 2025
Riding the S-Curve
Big technological and structural shifts tend to hide in plain sight. When they do finally draw some ...
24th November, 2025
LESSONS FROM 40 YEARS OF WEALTH ACCUMULATION
I bought my first shares in November 1985, the 40th anniversary is here!!—here’s what I learnt since...
20th November, 2025
Creativity Dies At Scale
We at Strawman know that bigger isn’t always better. There are plenty of reasons for that, but one o...
13th November, 2025
A Tax on Bullsh*t
Ben Hunt, former hedge fund manager and creator of Epsilon Theory, once wrote that a bet is a tax on...