Uncorking the economics of whisky
14 Mar 2022
At Forager, we invest in businesses that we like and that we believe hold the potential for long-term returns. If...
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Ditching New Year’s resolutions in the dust bin
22 Feb 2022
Originally written for Livewire. How many New Year’s resolutions have you already consigned to the dust bin? If...
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Big ideas in the small-cap space
17 Feb 2022
Originally written for Firstlinks. New COVID variants, tech stock bubbles bursting, supply chain disruptions,...
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A portfolio for all seasons
07 Feb 2022
Originally written for Money Magazine. What does the return of low-rise jeans, crop tops and yoga pants have in...
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The revolving door of the Aussie share market
08 Dec 2021
It’s been a busy, record-breaking year for the Australian share market. Not only did the S&P/ASX 200 close out...
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Why this COVID-Hit Sector is Still Attractively Priced
01 Apr 2021
I don’t know about you, but my COVID prediction record was woeful. Home furnishings boom? Nope. Motorbike retailer...
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ThinkSmart Torpedoes Efficient Markets
25 Mar 2021
Efficient Market Theory is the idea that asset prices accurately reflect all available information and thus it’s...
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Aussie Fund’s Prime Takeover Targets
04 Mar 2021
Consolidation and the effect of COVID-19 have made many industries ripe for takeovers. While some took place during...
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Top 2 Lessons From the GameStop Saga
17 Feb 2021
Chief Investment Officer, Steve Johnson, provides insight into two of the top lessons to come out of the GameStop...
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The GameStop Short Squeeze Explained
04 Feb 2021
In case you missed our commentary on GameStop in last week's video, here is a transcript. Co-Portfolio Manager on...
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What’s Next for Australia’s Retailers?
03 Feb 2021
Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian Shares Fund,...
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The Year That Was for the Australian Shares Fund
25 Jan 2021
As part of the December 2020 Quarterly Video Series, we took a look at the year that was for each Fund. This video...
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