Steve Johnson on “Strawman”
09 Aug 2023
Steve Johnson, Chief Investment Officer at Forager Funds, recently sat down for an interview with Andrew Page, aka...
READ MORECategory: Investing
Takeover frenzy on the ASX
05 Dec 2022
Originally written for Livewire A takeover frenzy is currently underway on the ASX. In the Forager Australian...
READ MORE
The great PE fleecing of Aussie tech investors
03 Nov 2022
Originally written for Livewire Don’t buy from private equity (PE) is a rule that should rarely be broken. All...
READ MORE
If I get kicked out of the value investors’ club, so be it
08 Sep 2022
Originally written for Firstlinks Plenty of people want to know if we can still call ourselves value investors,...
READ MORE
What to watch at the reporting season circus
31 Aug 2022
Originally written for The Australian August and February are the two busiest months of the year for fund...
READ MORE
The Aussies’ Miserly Offer for Vienna Airport
23 Jun 2022
Flughafen Wien AG (FLU) owns world-class assets - including Vienna International Airport, which handled some 32...
READ MORE
Is the market’s recession conviction warranted?
20 Jun 2022
Originally written for Firstlinks They say the market is forward looking. I’ve never seen it quite this forward...
READ MORE
Tech sector stuck in the denial phase
30 May 2022
Originally written for The Australian When Uber chief executive Dara Khosrowshahi quoted Jerry Maguire in an...
READ MORE
Money, not just free speech, the end game of Twitter bid
28 Apr 2022
Originally written for The Australian. “I don’t care about the economics at all.” That’s what Elon Musk said...
READ MORE
What’s the most important thing in today’s environment?
12 Apr 2022
One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011...
READ MORE
Road trippin’
11 Apr 2022
If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States...
READ MORE
US is bedrock of any global share portfolio
06 Apr 2022
Originally written for The Australian
The US is far from perfect. The people there call their main meals...
READ MORE
