Investing in Volatile Times – Forager Roadshow 2020
11 Aug 2020
Unfortunately, we were unable to hold our usual annual investor roadshow this year with travel around the country...
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07 Aug 2020
The Forager 2020 Investor Roadshow was hosted online this year. The theme of this roadshow was “Investing in...
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Motorpoint Shows the Upside of Downturns
31 Jul 2020
I do not have proof in the form of hard data in front of me. But I am nonetheless sure that great companies make...
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Many Degrees of Celsius
16 Jul 2020
Celsius manufactures and distributes its products in the hypercompetitive energy drinks market. With globally...
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Spending Splurge Helps Motorcycle Holdings
08 Jul 2020
Like Steve McQueen in The Great Escape, Australians are yearning for freedom. We might not be able to travel...
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More SaaS than Class in our International Shares Fund
25 Jun 2020
An investor recently wrote asking whether we've looked at the world-changing opportunities in the software as a...
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The impact of Robinhood and volatility on the stock market
22 Jun 2020
This week, Steve Johnson and Gareth Brown get together to discuss the impact of the app Robinhood on the stock...
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How I Loathe the Gambling Industry and Buy Gambling Stocks
15 Jun 2020
Six years ago a school mate of mine rocked up to Forager’s King St offices in Sydney. He wasn’t in a good place....
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How to Cash in on the Next Market Crash
11 Jun 2020
Is it safe to say it’s over? I think so. It’s possible the recovery has been too far, too fast. Markets could...
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Has the market gone too far?
01 Jun 2020
With the global market rally continuing Chief Investment Officer, Steve Johnson, provides his insights into the...
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Three Antibodies for COVID-infected Retailers
21 May 2020
I have been doing a lot of online shopping over the last couple of months. I like to call it research. The...
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The Value Case for Uber Technologies
27 Apr 2020
“I have no way to value it and neither does Steve because they need to increase prices to have a sustainable...
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