Category: Miscellaneous

Voting intentions for Thorn AGM

26 Aug 2019

Financing company Thorn Group will hold an important Annual General Meeting (AGM) this Friday, the 30th of August....

Two Stocks for a Low Interest Rate World

02 Jul 2019

Reserve Bank of Australia (RBA) Governor Phillip Lowe told a recent lunch gathering that “it’s a strange world”...

Coke and Kombucha—How the Internet is Killing Traditional Brands

08 May 2019

I am in no position to be critical of the world’s greatest investor—my investing mistakes are bigger and more...

Less Revenue, More Profit at iSelect

20 Mar 2019

Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...

Momentum Matters for Value Investors

08 Mar 2019

Momentum is a dirty word in the value investing world. Buy cheap stocks and they eventually go up is the...

Pay Now, Save Now

27 Feb 2019

Afterpay, and now Flexigroup, are changing the face of consumer credit. In the old world, someone who didn’t have...

How to Deliver on the Banking Royal Commission Promise

06 Feb 2019

“Its bark was worse than its bite”. That seems to be the general conclusion from the Hayne Royal Commission into...

Betting on Fast Fashion with Glassons

24 Jan 2019

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand...

On the Oil Rollercoaster

18 Jan 2019

The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016...

The Riddle of The Reject Shop

08 Jan 2019

Do you remember the first time you visited a dollar store? For me it was an exciting stop after school. My weekly...

Party coming to an end for Nick Scali

24 Dec 2018

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for...

Tabcorp’s Dwyer has it Wrong on Remuneration

18 Oct 2018

I doubt Tabcorp shareholders will be too happy this morning. The chair of their board - you know that thing that is...

LATEST TWEETS BY FORAGER

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Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Btw the energy payback charts are very interesting, thanks for sharing.

Oct 15, 2019

Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Yes of course.

Oct 15, 2019

Gareth Brown @forager_gareth

@DoctorKarl Pay for themselves? I hope you're not conflating CO2/energy payback with economic payback. The latter t… https://t.co/Zf48qNdKTw

Oct 15, 2019

ForagerFunds @ForagerFunds

The September quarter brought some positive news for a number of the businesses held in our funds, and for value st… https://t.co/7cUNfd2pM5

Oct 15, 2019

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Forager – Investor Roadshow 2019

2019 Annual Roadshow

In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.

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https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

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YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

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