The Value Case for Uber Technologies
27 Apr 2020
“I have no way to value it and neither does Steve because they need to increase prices to have a sustainable...
READ MORECategory: Insights
Corona No Virus for Global Stocks
17 Feb 2020
As Chinese workers slowly make their way back to factories and offices across the country, global stockmarkets are...
READ MORE
Santa Rallies for International Fund
17 Jan 2020
The last quarter of 2019 saw strong share price movements for many of the Forager International Shares Fund...
READ MORE
Cash, China and Turning Japanese — Your Questions Answered
06 Dec 2019
Thank you to everyone who participated in Wednesday’s Investor Optimism Webinar. The Q&A ran a bit long and...
READ MORE
Why Westpac’s next CEO needs to be an outsider
26 Nov 2019
Brian Hartzer knew it was over the second he picked up his phone. Yesterday, as CEO of Westpac, Hartzer had called...
READ MORE
Why Some CEOs Hope the Brexit Saga Never Ends
01 Nov 2019
"I don’t know what else to tell you. Clients are spending. The business is growing. I’m not seeing any impact from...
READ MORE
Contracting a Strong Result
21 Oct 2019
Profit up 80%. Revenue up 55%. A strong growth outlook. The annual financial result from mining services...
READ MORE
Hong Kong in Turmoil
16 Oct 2019
When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life...
READ MORE
Beware “Cheap” Debt in a Deflationary World
04 Oct 2019
Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is...
READ MORE
Tips and Questions on Investing
16 Sep 2019
Watch this short video to hear some of Steve Johnson’s investing tips from a Q&A...
READ MORE
Three Insights from Hong Kong
14 Jan 2019
Value traps or deep value? Often it's hard to tell, especially when analysing Chinese stocks. One thing that will...
READ MORE
What’s Hot is Hot
13 Jul 2018
The 2018 financial year was a difficult one for Forager. You can read all about our year of underperformance in the...
READ MORE