The Strawman Investor

The Strawman Investor has been relaunched as the "Three Wise Monkeys" -- a weekly panel discussion with myself (Andrew Page), Claude Walker and Matt Joass. iTunes: https://itunes.apple.com/au/podcast/three-wise-monkeys-podcast/id1441602956?mt=2 RSS feed: http://feeds.soundcloud.com/users/soundcloud:users:536007018/sounds.rss Soundcloud: https://soundcloud.com/twmpodcast

In this, our pilot episode, Matt, Claude and Andrew talk Corporate Travel Management (ASX:CTD) and Kogan (ASX:KGN) two former high-flyers that have fallen out of the market's favour. Please note -- We will be establishing a new feed for the podcast (it's too confusing having it under the old RSS with the Strawman Investor podcasts). We will advise when this is done. Follow us on twitter: @MattJoass @claudedwalker @sage_simian www.ethicalequities.com.au www.mattjoass.com www.strawman.com

Ben Sharp is an entrepreneur and start-up investor with a load of experience in tech and media. In this episode, we talk about the characteristics of good media/tech start-up businesses and what lessons can be applied to public markets. Ben's article on Smart company: https://www.smartcompany.com.au/startupsmart/advice/investor-favourite-startups-children/ Owen's excellent podcast series, "Australian Investors Podcast": https://soundcloud.com/raskfinance

CEO and Managing Director of Pureprofile (ASX:PPL) Nic Jones joins us to discuss the company's operations and prospects. See more at Strawman.com Strawman Live event booking: https://www.eventbrite.com.au/e/australian-investors-podcast-strawman-in-melbourne-tickets-50252853638

CEO Samantha Cheetham and John Slaviero CFO of SDI Ltd (ASX:SDI), Australia's largest dental manufacturer, join us to discuss the company's operations and prospects. See more at Strawman.com

In this episode, we chat with Peter Phan from Castlereagh Equities. A deep-value investor, Peter explains why he's wary of the current valuations in the technology sector, and why he's focusing his efforts elsewhere. Peter's blog: http://peterphan.blogspot.com/ Catlereagh Equities Website: http://castlereaghequity.com.au/

This week, we chat with Andrew Brown, Executive Director at hedge fund East72. In this episode, we discuss bear markets and short selling, and Andrew pitches us a current investment idea. Links: Andrew's AFR article https://www.afr.com/markets/andrew-browns-hedge-fund-east-72-and-the-global-hunt-for-value-20180706-h12d8i East72 website http://east72.com.au

In this, our pilot episode, we chat with Envirosuite (ASX:EVS) CEO Mr Peter White. We explore the company's history, it's product and significant market opportunity. Go to Strawman.com for more