Category: Insights

The $1,000 Bagel

25 Oct 2017

It’s October 2006 and my wife and I are catching up with an old friend over a bagel in downtown Manhattan. Our...

Stamp Duty is Stupid

24 Oct 2017

For much of the past decade I lived in Vienna, Austria. If you own a television, a radio or even just an...

https://foragerfunds.com/news/value-blue-chips/

The Value in Blue Chips

06 Sep 2017

Two of the Forager International Shares Fund's largest holdings are blue chips Alphabet (Nasdaq: GOOG) and...

https://foragerfunds.com/news/old-school-blue-chips-weigh-asx/

Old School Blue Chips Weigh on ASX

01 Sep 2017

Reporting season is a circus. For most businesses, more than half of their net present value will come from...

https://foragerfunds.com/news/west-oz-as-bad-as-it-gets/

West Oz Property: As Bad as it Gets?

22 Aug 2017

For long-term sceptics of Australian property markets, this week’s Four Corners program—Betting on the...

https://foragerfunds.com/news/china-phones-cars-and-drones/

Chinese Phones, Cars and Drones

09 Aug 2017

Fedon 1919 is a fancy leathergoods store in Italy. While visiting family there last month, I popped in and made...

https://foragerfunds.com/news/amazon-turns-grocery-cart/

Amazon Turns Over the Grocery Cart

17 Jul 2017

Online retail giant Amazon (NASDAQ: AMZN) has announced an agreement to buy one of America's most successful...

Coulda Shoulda Mining Services

13 Jul 2017

My father used to take me to the horse races as a child. It became something of a father-son thing over the...

https://foragerfunds.com/news/cat-priced-perfection/

Caterpillar Priced for Perfection

03 May 2017

Construction and mining equipment behemoth Caterpillar Inc. (NYSE: CAT) reported earnings for its first fiscal...

https://foragerfunds.com/news/lessons-from-founder-nike/

Lessons from the Founder of Nike

20 Apr 2017

In the 1970's a group of eccentrics created one of the most powerful companies and recognisable brands of our...

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...

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Gareth Brown @forager_gareth

From David Einhorn's latest quarterly. I haven't fact checked but the market cap and sales figures seem accurate: https://t.co/olq2ILHyWy

Apr 16, 2021

Gareth Brown @forager_gareth

@peter_tulip @aaron_hill @TheEconomist I've often wonder why there's not a small government or independent body fol… https://t.co/nZ9NigPvNR

Apr 16, 2021

Gareth Brown @forager_gareth

RT @DrewHolden360: 🧵THREAD🧵 Today, President Biden announced his intention to end the war in Afghanistan, to great media fanfare. You may…

Apr 16, 2021

Gareth Brown @forager_gareth

@TMFScottP Sorry, never meant to imply you were making that case. Rather, my point is that verbiage from government… https://t.co/JSNMSxT7Ow

Apr 16, 2021

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Ausbiz TV – 31 March 2021

Steve Johnson gets real about real companies doing real things

Steve Johnson talks to Ausbiz about why he sees SG Fleet acquisition of Leaseplan worth waiting for.

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ABC The Business News – 30 March 2021

The Future Direction and Leadership of AMP

Steve Johnson discusses the future direction and leadership of AMP after Ares exclusivity period expires.

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The Australian: 14 March 2021

Value in Unlikely Places

Chief Investment Officer Steve Johnson talks to the Australian about finding value in ‘companies you’ve never heard of’.

*Behind a PAYWALL

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The Motley Fool – 22 February 2021

Ask A Fund Manager

The Motley Fool chats with Analyst Chloe Stokes about the shares that made her a bucket of money during the recent US short squeeze, plus a couple of regrets.

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