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...
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Latest media
Livewire Buy Hold Sell – 25 March 2020
5 cash earners for a crisis
Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.
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.