Moral Hazard in the Tech Industry: The Case of Silicon Valley Bank
23 Mar 2023
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Why monetary madness needs to be banished for good
20 Mar 2023
Originally written for Livewire I have to admit to a touch of schadenfreude watching the demise of Silicon Valley...
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Forager International Shares Fund February 2023...
07 Mar 2023
For the most part, it’s been a pretty successful reporting season for the Forager International Shares Fund’s...
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Portfolio Management Strategies: Navigating the January...
23 Feb 2023
In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent...
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10-Year Anniversary of the Forager International Shares...
15 Feb 2023
Published on Livewire Last week we passed an important milestone: the 10-year anniversary of the Forager...
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The fixed-rate mortgage tsunami hitting the Australian...
31 Jan 2023
Originally written for Livewire The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And,...
READ MORE Disney’s Corporate Blunders and Why BP Could Be Next
24 Jan 2023
In the latest episode of Stocks Neat, CIO Steve Johnson is joined by Senior Analyst Chloe Stokes as they delve into...
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Four small caps for the 2023 contrarian
11 Jan 2023
Originally written for Livewire Last year was one of the worst on record for global stock markets. Yet the MSCI...
READ MORE The contrarian case for small caps in 2023
21 Dec 2022
In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small cap...
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Top 11 Books, Shows and Podcasts of 2022
20 Dec 2022
This year, we're doing our annual Christmas list differently. You can see some of the past book recommendation posts...
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Takeover frenzy on the ASX
05 Dec 2022
Originally written for Livewire A takeover frenzy is currently underway on the ASX. In the Forager Australian...
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What equity investors can learn from the collapse of FTX
02 Dec 2022
"You don't get into a situation like I got in if you make all the right decisions." - Sam Bankman-Fried, founder and...
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