Category: Commentary

Solving the Gift Card Conundrum

08 Jan 2016

I promise, we’ll move on from Dick Smith really soon. And I'll spend an extra hour tonight wading through UK stocks...

Patent Madness Stifling Growth

21 Dec 2015

Having some sort of patent protection is an important bedrock for a healthy economy. For some sectors, like drug...

Disruption Doesn’t Steal Value, It Destroys

16 Dec 2015

Five years ago the share market was attributing a value of almost $2bn to Channel Ten. Today that number, including...

Books for the Summer Holidays

03 Dec 2015

I used to read a lot more before our little nipper came along in 2012—these days, it’s quality over quantity. But...

Long Road Ahead for Woolworths

20 Sep 2015

It's good to see Woolworths executive Dave Chalmers in the AFR this morning finally fessing up to some of the...

Horizon in Sight for Vision Eye

14 Aug 2015

Well that was one of the more obvious takeover arbitrages. As we said in Suitors Eye Vision and our most recent...

Boundary Bend Shows Capitalism’s Best

10 Aug 2015

Ignore for a moment quantitative easing, bank bailouts and top down meddling that gets attributed to unbridled...

The $2 Trillion Housing Mystery: Part Two

22 Jul 2015

We looked in the first part of this blog piece how researchers from the Reserve Bank of Australia arrived at the...

Big Money Ejects from South32

14 Jul 2015

Most stocks with long histories trade within spitting distance of intrinsic value most of the time. Newly listed...

Will Harley Outlive the Baby Boomers?

19 Jun 2015

Is it possible Harley-Davidson is the “most American” brand in the global marketplace today? Here in the States you...

https://foragerfunds.com/news/bristlemouthwesfarmers-goyder-incentives/

Wesfarmers’ board gets it all wrong

03 Oct 2008

[caption id="attachment_306" align="aligncenter" width="500"] Wesfarmers MD Richard Goyder[/caption] Economics...

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Latest media

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ABC The Business – 09 July 2020

Extended Interview with Steve Johnson

Reporting season under the shadow of coronavrius continues and it comes as no surprise that Sydney Airport is feeling the pain. Steve Johnson from Forager Funds speaks to Elysse.

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ABC The Business – 29 June 2020

Monday Markets with Steve Johnson

Steve Johnson discusses recent market jitters with a rise in Coronavirus cases across Victoria and overseas and how long we can expect the current market uncertainty to last.

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ABC The Business: 17 June 2020

Wednesday Markets with Steve Johnson

Steve Johnson discusses current movements in the stock market, with some stocks up and others down. Steve also touches on why this is a sign of encouragement for the economy.

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Ausbiz TV – 09 July 2020

Find Companies that will Suffer Now but Eventually Thrive

Look for the companies that will suffer in the short term but emerge from the crisis stronger says Steve Johnson but warns the easy money is already gone.

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