Category: Insights

Buying Baidu

26 Apr 2016

This article is an extract taken from the Forager March 2016 Quarterly Report. Baidu (Nasdaq:BIDU), is the...

Doro’s Niche: Apple for Oldies

19 Apr 2016

Just this morning, one of my filters turned up a Swedish company I’d never heard of, Doro AB (OM:DORO). The...

Will You Fitbit in the Future?

31 Mar 2016

From a standing start less than ten years ago, Fitbit Inc. (NYSE:FIT) has grown into a company with sales of almost...

Parramatta’s Building Boom

17 Mar 2016

Old Government House—no longer Parra's tallest building I grew up a few train stops west of Australia’s second...

https://foragerfunds.com/news/wework-revisited/

WeWork: Dumb and Dumber

14 Mar 2016

Last year, I called the co-working space provider, WeWork: The Uber of Dumb Investments. US$10bn struck me as a...

https://foragerfunds.com/news/statistical-buggery-rba-edition/

Statistical Buggery: RBA Urbanisation

08 Mar 2016

The Australian housing bubble, or lack thereof, has again been dominating headlines in recent weeks, since a...

RNY Short Pieces for Endgame

01 Mar 2016

About five months ago, we wrote that RNY was entering the “endgame”, where assets would be sold and this...

Signing Off at Forager

26 Feb 2016

Having decided to pursue a career outside funds management, today will be my final day at Forager. It is rare...

Pliable Accounting Leads us all Astray

25 Feb 2016

All accounting is pliable. Every single item on the balance sheet and P&L involve an element of human...

Rolls Royce and the Pliable Nature of Reporting

23 Feb 2016

Accounting and reporting to shareholders is a soft science at best. That annual report you’re reading isn’t the...

https://foragerfunds.com/news/closing-the-chapter-on-dick-smith/

Closing the Book on Dick Smith

12 Feb 2016

Dear Mr Boyd, I take it from the tone of today’s Chanticleer article that we have upset you. We don’t have an...

https://foragerfunds.com/news/now-dick-smith-collapse-is-foragers-fault/

Dick Smith’s Demise Nothing to do with Anchorage,...

09 Feb 2016

Is Tony Boyd accusing us of bringing down Dick Smith? I’ve had to slap myself three times but it’s hard to draw...

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Latest media

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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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