Summary
Today on the podcast, we’re joined by Andrew Page – founder and Managing Director of Strawman.com. With over 20 years’ experience as an analyst, commentator, and private investor, Andrew is a well-known voice in the Australian investing community. Before launching Strawman, he worked at The Motley Fool and Team Invest, and now focuses on helping everyday investors cut through the noise and build better portfolios.
In this episode, we cover:
- How Andrew first got started in investing (00:03:09)
- Why he believes stock picking still has a place, even in the age of index funds (00:27:21)
- What separates a good business from a bad one, and how he evaluates founders (00:45:18)
- His thoughts on Bitcoin and where it fits in a value investor’s world (01:28:49)
- The best resources for anyone looking to branch out from passive investing (02:14:02)
Links
- Website – Strawman
I was struggling to listen to the rabble, then I hear the comment, “I believe in man made climate change”. Lost me.
No1. It has not yet been proven that the 97% natural occurring emissions drive a change in global temps, let alone the 3-4% of man made emissions.
No2. The temperature has always changed, C02, the gas of life, was well higher before before the industrial revolution.
No3. Create fear & tax the common man. Redirect wealth to the top, having never fixed a thing.
“It is easy to fool someone, than convince them they have been fooled.”
Great chat Matt. Really enjoyed listening to Andrew particularly around the subject of Bitcoin. I’m in.
Goes off on a few tangents. Andrew sometimes manages to construct nice sounding, compelling sentences. Overall a lot of BS though.
The description should have mentioned that more than half of the episode was about Bitcoin. Would have saved me from wasting the 2+ hours.