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Weekly Video

Is Cettire out of fashion?

Online luxury fashion retailer Cettire (CTT) has been a post-IPO success story. But a recent article in the Australian Financial Review questioned the company’s business model. Forager Australian Shares Fund Senior Analyst, Alex Shevelev, speaks with Chloe Stokes, Analyst on the International Shares Fund. They discuss Cettire’s business model in comparison to the online luxury fashion gorilla Farfetch (NYSE:FTCH). Watch the video to find out why Cettire might have to change the way it does business to be successful long term

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Weekly Video

Gentrack back on track

Enterprise software businesses may seem boring to some, but the critical products and stable recurring revenue can be very valuable. Chief Investment Officer, Steve Johnson, and Senior Analyst, Alex Shevelev, discuss the Forager Australian Fund’s investment in Gentrack (GTK), an enterprise software company providing billing software to utility companies and operations software for airports. The utilities sector in the UK has experienced upheaval in recent years while airports have suffered from COVID-induced travel bans. Find out why, despite the difficult environment, Steve and Alex feel Gentrack’s turnaround is showing some very promising progress.

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Weekly Video

Cost Pressures Slam Contractors (and Maybe the Rest of the Country)

Along with tech stocks, the mining services sector has been leading losses over the last few months. About 4% of the Australian Shares Fund investment portfolio is invested in mining stocks McMahon Holdings Limited (MAH) and Perenti Global Ltd (PRN), both of which have been declining since February. In this weekly video Chief Investment Officer Steve Johnson talks to Forager Australian Shares Fund (FOR) senior analyst Alex Shevelev about the factors that have been impacting these companies and contributing to their recent downturn.

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