The fixed-rate mortgage tsunami hitting the Australian...
31 Jan 2023
Originally written for Livewire The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And,...
READ MORECategory: Miscellaneous
Four small caps for the 2023 contrarian
11 Jan 2023
Originally written for Livewire Last year was one of the worst on record for global stock markets. Yet the MSCI...
READ MORE
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
What equity investors can learn from the collapse of FTX
02 Dec 2022
"You don't get into a situation like I got in if you make all the right decisions." - Sam Bankman-Fried, founder and...
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
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
Tuning in to the telco sector
05 Aug 2021
Forager Australian Shares Fund specialises in discovering opportunities that others may miss. With lots of hype...
READ MORE
Red hot IPO market
23 Jul 2021
It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity...
READ MORE
Know When to Hold ‘Em and When to Fold ‘Em
11 May 2021
In this video Chief Investment Officer Steve Johnson talks to International Shares Fund portfolio manager Gareth...
READ MORE
Finally in the Mainstream
21 Apr 2021
In our December 2020 quarterly report, having just received a bid for WPP AUNZ (WPP), we discussed other investments...
READ MORE
The Case for Cutting Outstanding Performers
11 Mar 2021
Be careful not to pick your flowers and water your weeds. But you never go broke taking a profit. Like most...
READ MORE
Why Now’s The Time To Cut Some Flowers
10 Mar 2021
In the below video, Chief Investment Officer, Steve Johnson, talks to Analyst, Chloe Stokes, about the reasoning...
READ MORE
