Forager Blog - A Value Investing Blog

Twitter No Comprende

06 Apr 2017

Jack Dorsey is a busy man. Ill-advisably running both Twitter and Square, with prêt-à-porter aspirations on the...

Going Super Mental

23 Mar 2017

Today's AFR contains an interesting article on housing affordability and a new front on the crisis. It addresses...

https://foragerfunds.com/news/bc-speakers-real-successful-investment/

B&C Speakers Shows What Makes a Real Successful Investment

21 Mar 2017

I presented a webinar for Netwealth last week on value investing in small and mid cap stocks. Even after a...

https://foragerfunds.com/news/blame-central-bankers-lack-productivity-growth/

Blame Central Bankers for the Lack of Productivity Growth

06 Mar 2017

They get the blame for a lot these days. Asset bubbles, moral hazard, banking crises, deflation, inflation. It’s...

https://foragerfunds.com/news/final-week-cimic-vs-macmahon/

Final Week in CIMIC vs Macmahon

03 Mar 2017

Construction giant CIMIC (CIM) has fired its final bazooka in its attempt to gain control over mining contractor...

https://foragerfunds.com/news/bears-bulls-barbecues/

Bears, Bulls and Barbecues

02 Mar 2017

Want to know what a pretty picture looks like in the eyes of a contrarian investor? Today’s Australian Financial...

https://foragerfunds.com/news/forager-shuns-wework/

Peelenty of Alternatives to WeWork

22 Feb 2017

We have talked about WeWork on a few occasions in this forum. WeWork operates a handful of coworking office spaces...

Demographics for Dummies (and the RBA)

18 Feb 2017

There’s a prevalent assumption that Australia is far more urbanised (or should I say suburbanised) than the rest...

Europe Takes Off

15 Feb 2017

There is a strong correlation between general economic health and the number of people taking to the skies. It's...

https://foragerfunds.com/news/gtn-webjet-dont-compare-well/

GTN and Webjet Don’t Compare Well

09 Feb 2017

The FT Alphachat Podcasts serve two purposes on our holiday travels. They let me catch up on some engaging...

https://foragerfunds.com/news/alert-change-directors-interest/

Be Alert to Directors’ Interests

01 Feb 2017

There are many rules of thumb an investor learns early in their journey. One of these is that directors buying...

https://foragerfunds.com/news/cimic-bid-underwrites-value-macmahon-shareholders/

CIMIC Bid Underwrites Value for Macmahon Shareholders

30 Jan 2017

It has been expected for a long time. If the AFR is to be believed, it isn’t the first bid CIMIC Group has...

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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.

Watch now

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.

Watch now

YourMoney – 29 March 2019

US Slowdown

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

Read now

YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty