Being an Obvious Idiot: the Toughest Part of Being a Value Investor
10 Sep 2018
Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you...
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Latest media
Category: Investing
Facebook’s Massive Insta Asset
24 Aug 2018
Last week, I blogged about Facebook’s embrace of pain today, gain tomorrow type behaviour—something I’m always on...
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Is Myer Moving in the Right Direction?
10 Aug 2018
I’m not alone in wondering how long Myer (ASX:MYR) is going to be around. Sales have been trending down for some...
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Not All Information is Created Equal
04 Jul 2018
Promises. We’ve heard our fair share from company management teams over the years. iSelect told investors that...
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United Kingdom: Forgiving market
13 Jun 2018
The United Kingdom has become a particularly fertile hunting ground for the Forager International Shares Fund in a...
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A Few More Fleas at Greencross
01 Jun 2018
Since joining Forager a few months ago, I’ve learned a lot about the benefits of scepticism. Sure, I knew to take...
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Italian Borsa Back on the Radar
31 May 2018
Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of...
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Smart (or not) Parking?
22 May 2018
The Australian Shares Fund used to hold parking services provider Smart Parking (SPZ). We invested via a $0.15 per...
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Jumbo Risks All But Forgotten
18 May 2018
We are out. Last week the Forager Australian Shares Fund sold its last remaining shares of online lottery ticket...
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Scruffy Accounting at Greencross
10 May 2018
Well that was an interesting update from pet and vet company Greencross (GXL). New CEO Simon Hickey only joined the...
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Timing a Plunge With Managed Funds
27 Apr 2018
My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing....
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Size Kills in Funds Management
20 Apr 2018
On an average day Commonwealth Bank (CBA) shares worth $250m change hands. A $10bn fund manager can buy a 1%...
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