Beware the retail rally
25 Aug 2023
We are currently halfway through this year’s reporting season and some of the market moves in the retail sector...
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Open Letter to all shareholders in Blancco Technology Group
04 Aug 2023
Dear Shareholder, Francisco Partners board approved offer for Blancco is undervaluing your shares Private...
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Why a recession might be needed for small caps to work
01 Jun 2023
Originally written for Livewire Yes, yes, I get they are cheap. But when, if ever, will small caps start working?...
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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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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,...
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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...
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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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The great PE fleecing of Aussie tech investors
03 Nov 2022
Originally written for Livewire Don’t buy from private equity (PE) is a rule that should rarely be broken. All...
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If I get kicked out of the value investors’ club, so be it
08 Sep 2022
Originally written for Firstlinks Plenty of people want to know if we can still call ourselves value investors,...
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What to watch at the reporting season circus
31 Aug 2022
Originally written for The Australian August and February are the two busiest months of the year for fund...
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Is the market’s recession conviction warranted?
20 Jun 2022
Originally written for Firstlinks They say the market is forward looking. I’ve never seen it quite this forward...
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