Why We’ve Sold Reckon
02 Aug 2017
A few investors have noticed Forager’s recent sale of our substantial holding in Reckon (RKN). We will provide...
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Latest media
European Air Traffic Still Ascending
31 Jul 2017
In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...
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Solid Prospects for Cementir
20 Jul 2017
If you have visited Rome, you might wonder how so many temples, bridges and aqueducts constructed during Roman...
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Amazon Turns Over the Grocery Cart
17 Jul 2017
Online retail giant Amazon (NASDAQ: AMZN) has announced an agreement to buy one of America's most successful...
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Coulda Shoulda Mining Services
13 Jul 2017
My father used to take me to the horse races as a child. It became something of a father-son thing over the...
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Australian Fund Stocks up on CTI Shares
05 Jul 2017
Forager has recently become a substantial shareholder in CTI Logistics (CLX), a courier and warehousing services...
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Italy: Crowded Out
03 Jul 2017
Italy has been a wonderful hunting ground for the Forager International Shares Fund since inception in 2013,...
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Draghi’s Poisoned Price Signal
23 Jun 2017
Every asset in the world is priced with reference to the bond market, at least in theory. The bond market...
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Too late to invest in Europe’s recovery?
15 Jun 2017
In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value....
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Further thoughts on TPG
15 Jun 2017
Just a quick follow upon yesterday's post about change and churn at TPG.
In a perfectly-competitive Adam...
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Change Equals Churn for TPG
15 Jun 2017
Andrew Hansen once told me his eponymous billing software company had hardly ever lost a client. "That's the...
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A Bayesian on Uber Suggests Less than 40% Chance of Failure
15 Jun 2017
What are the odds Uber is alive in 10 years’ time? Just 1%, according to Hamish Douglass of Magellan.
My...
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