Does the Crash have Further to Go?
02 Apr 2020
“Wes Brot ich ess, des Lied ich sing”. That’s one of the many random German phrases my grandmother taught me as a...
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Livewire Buy Hold Sell – 25 March 2020
5 cash earners for a crisis
Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.
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.