Category: Insights

https://foragerfunds.com/news/straight-path-pot-gold/

Straight Path to a Pot of Gold

14 Apr 2017

As an investor, I find it important not to let work go wasted. If I spend the time to learn about a company but...

https://foragerfunds.com/news/forager-shuns-wework/

Peelenty of Alternatives to WeWork

22 Feb 2017

We have talked about WeWork on a few occasions in this forum. WeWork operates a handful of coworking office spaces...

Demographics for Dummies (and the RBA)

18 Feb 2017

There’s a prevalent assumption that Australia is far more urbanised (or should I say suburbanised) than the rest...

https://foragerfunds.com/news/value-traps-media-sector-nzme/

Value Traps, the Media Sector and the Fund’s...

18 Jan 2017

The Australian media sector has wrecked the careers of many fund managers over the past decade. First were the...

Forager’s Summer Book List

22 Dec 2016

Books for the Summer Holidays was a post outlining my favourite reads of 2015. We’ve decided to expand the book...

https://foragerfunds.com/news/harley-rides-without-us/

Harley Rides on Without Us

08 Dec 2016

Deciding to sell a stock is often harder than deciding to buy it. Selling our shares in Harley-Davidson...

https://foragerfunds.com/news/amazon-destroy-australian-retailing/

Will Amazon Destroy Australian Retailing?

25 Nov 2016

How big could Amazon.com, Inc. (NASDAQ:AMZN) be in Australia? There have been recent media reports that the U.S....

Diabetics we need your help

02 Nov 2016

Diabetics we need your help. We're trying to understand the insulin market better. In particular we want to know...

Is Google Finding Religion?

28 Oct 2016

Something is going on at Alphabet (Nasdaq:GOOG), parent company of Google. This past Tuesday, the company...

https://foragerfunds.com/news/found-central-bank-second-order-thinker/

Found: A Central Bank that is a Second Order Thinker

27 Oct 2016

After reading Gareth's blog post on Central Banks: First Order Thinkers?, I wondered whether any central banks...

https://foragerfunds.com/news/active-fees-for-passive-returns-how-did-we-get-here/

Active Fees for Passive Returns – How Did it Come to This?

07 Oct 2016

In the 1990s, Colonial First State fund manager Greg Perry established himself as an industry doyen. Between...

Brexit: Better Than Expected…So Far

04 Oct 2016

There’s been a slew of barely-worth-reading media articles outlining how the UK economy has kept up surprisingly...

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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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