Strawman Investing Presentation

Companies and indices mentioned:

In this video, Strawman’s Andrew Page presents on his investing strategy and identifies one growing technology stock as part of Strawman and Rask’s Melbourne investor event.

Topics Covered

Investing Strategy

  • Quality
  • Value
  • Concentration
  • Long Term

Investing Tactics

  • The investment thesis
  • Be humble
  • Consider the downside
  • Seek out those that disagree
  • Be slow to buy, slower to sell
  • Dive deep
  • Ride coat tails
  • Case study: Nanosonics Ltd (ASX: NAN)

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