Category: Insights

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...

https://foragerfunds.com/news/craft-beer-party/

The Craft Beer Party is Over

29 Sep 2016

When I moved to New York City some sixteen years ago, every bar offered roughly the same menu of beers: Bud...

Bank of Mum and Dad lending spree?

27 Sep 2016

Do you believe this chart? I don’t. Not for a second. I want to believe it. I fear that several Australian...

https://foragerfunds.com/news/3-great-shareholder-escapes/

Three Great Shareholder Escapes

20 Sep 2016

What would have happened to St George Bank had Westpac (ASX:WBC) not acquired it right before the pointy end of...

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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.

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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.

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YourMoney – 29 March 2019

US Slowdown

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

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

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