Category: Insights

Brexit has a Message for All of Us

26 Jun 2016

As fund managers it is our job to prepare for everything but Friday’s events were a shock to me. Whilst...

Four Pointers for Successful Turnarounds

24 Jun 2016

"Many shall be restored that are now fallen, many shall fall that are now in honor". One doesn't need to...

What Happened to the IT Services Sector?

08 Jun 2016

Pre-GFC, IT services was a sector on the rise. Three companies, SMS (ASX:SMX), Oakton and UXC were valued by the...

Valeant and Limitless Greed

07 Jun 2016

Bethany McLean’s dissections of corporate disaster are always worth reading, The Valeant Meltdown and Wall Street’s...

https://foragerfunds.com/news/wealth-effect-boosts-economic-activity/

Why the Wealth Effect Won’t Help Consumption

02 Jun 2016

All things being equal, lower interest rates spur both housing development and the price level of the existing...

New Rivers of Gold for Xero, Reckon and MYOB

26 May 2016

Xero (ASX:XRO) was supposed to be the death of MYOB (ASX:MYO) and Reckon (ASX:RKN). It might just be their...

Why Coke’s Share Price is Frozen

24 May 2016

So I've been here three weeks. Am I allowed to have a rant yet? Coca-Cola Amatil (ASX:CCL) has been winding...

Big Data Comes to Funds Management

05 May 2016

I forget when I first heard the term “Big Data.” It might have been 2009 or 2010 while researching a company...

https://foragerfunds.com/news/why-asx-companies-should-report-quarterly/

Why ASX Companies Should Report Quarterly Results

04 May 2016

It’s about this time of year that funny things start happening. Two days ago, for example, GBST’s share price...

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...

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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

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

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

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Latest media

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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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