Posted on 29 Aug 2018 by Forager
LATEST TWEETS BY FORAGER
@lifttheoffer Just a long position in Flughafen Wien, we don't short. We had sold some of our holding in December,… https://t.co/PpFip5LkjN
Two weeks ago, we expressed bewilderment about the harsher selloff (in enterprise value terms) of Flughafen Wien (V… https://t.co/iZzuGpakje
Latest media
Livewire Buy Hold Sell – 25 March 2020
5 cash earners for a crisis
Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.
Forager – Investor Roadshow 2019
2019 Annual Roadshow
In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.