Siren Songs
Charismatic CEOs make growth sound irresistible — even to seasoned sceptics. The remedy is not cynicism, but facts, weakly held opinions, and the humility…
Jonathan Jackson
Strawman Premium is now OPEN!
With near-perfect timing, we kicked off Strawman Premium at the height of the small-cap peak in 2021, where low rates and easy money made stock picking…
Strawman Club Rules
This week we reopened the doors to new members and are delighted to welcome some new names to our little community. If you’re new…
Two Steps Forward, One Step Backwards
There's a special kind of psychological torture that comes with small-cap investing. Only at the spicier end of the market can you find yourself…
Strawman 2.0
Against all odds, and despite my highly questionable coding skills, the new Strawman website is officially out in the wild. As I'm sure you've…
Staying In Your Lane
Scroll through Financial Twitter and you'll quickly find yourself drowning in a sea of absolute certainty. Everyone, it seems, knows exactly where the price…
AI Field Notes
Markets remain obsessed with AI, which continues to suck up investor attention and capital like a black hole. It's easy to dismiss it all…
Write It Down
Your ego is your worst investment adviser. A simple notebook — or a few honest Straws — might just be your most valuable portfolio…