Forager Blog - A Value Investing Blog

https://foragerfunds.com/news/cat-priced-perfection/

Caterpillar Priced for Perfection

03 May 2017

Construction and mining equipment behemoth Caterpillar Inc. (NYSE: CAT) reported earnings for its first fiscal...

https://foragerfunds.com/news/unlocking-value-inside-enero/

Unlocking the Value Inside Enero

27 Apr 2017

Marketing conglomerate Enero Group (EGG) has been a volatile and frustrating investment in recent years....

https://foragerfunds.com/news/lessons-from-founder-nike/

Lessons from the Founder of Nike

20 Apr 2017

In the 1970's a group of eccentrics created one of the most powerful companies and recognisable brands of our...

https://foragerfunds.com/news/straight-path-pot-gold/

Straight Path to a Pot of Gold

14 Apr 2017

As an investor, I find it important not to let work go wasted. If I spend the time to learn about a company but...

https://foragerfunds.com/news/investing-oil-price-recovery/

Investing in an Oil Price Recovery

10 Apr 2017

The oil price’s stunning decline of the past four years from above US$100 per barrel to below US$50 has wreaked...

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...

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ABC The Business: 22 April 2020

Monday Markets with Steve Johnson

Steve Johnson discusses the current market conditions, concerns surrounding the banking sector and why he believes there are still plenty of opportunities out there.

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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.

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