Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position.
In this episode:
00:00 Introduction
03:55 Small Caps and Conviction
07:44 Finding Winning Investments
14:00 Building a Better Process
18:19 AI Changes Investing
23:41 Andrew’s Small-Cap Pick
29:44 Investing in the AI Boom
35:15 Why Adrad Could Reprice
38:36 Andrew’s Bitcoin Thesis
43:41 Bitcoin Versus Gold
47:03 Bitcoin’s Long-Term Future
Stocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold
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