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...

LATEST TWEETS BY FORAGER

Follow >

Gareth Brown @forager_gareth

RT @Chris_arnade: Afterwords they sip champagne while bono tells them about the growing threat from populism & thomas friedman tells them…

Feb 20, 2020

Gareth Brown @forager_gareth

RT @Chris_arnade: Bloomberg is used to stages at Davos or corporate retreats, where he has fawning audiences & pitched softball questions &…

Feb 20, 2020

Steve Johnson @ForagerSteve

RT @verdadcap: “ Value has started 2020 with an extremely severe loss... the worst loss yet (examining all of the same 6-week length period…

Feb 19, 2020

Steve Johnson @ForagerSteve

@LT3000Lyall Yep

Feb 19, 2020

Latest media

View all >

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.

Watch now

https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

Watch now

YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

Read now

YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

Read now

View all