How to Invest in Emerging Markets
02 Oct 2018
A few months ago, local brokers in Manila were wondering what was I doing in their city. Apparently I was a year...
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Latest media
Being an Obvious Idiot: the Toughest Part of Being a Value Investor
10 Sep 2018
Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you...
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How To Fix Financial Services
03 Sep 2018
It ain’t over yet. Round 6 of the Financial Services Royal Commission, set for September, is going to focus on...
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Facebook’s Massive Insta Asset
24 Aug 2018
Last week, I blogged about Facebook’s embrace of pain today, gain tomorrow type behaviour—something I’m always on...
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Future-proofing Facebook
17 Aug 2018
We looked at Facebook stock—far too briefly it turns out—in 2013 when it was trading below US$30 a share. It had...
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Is Myer Moving in the Right Direction?
10 Aug 2018
I’m not alone in wondering how long Myer (ASX:MYR) is going to be around. Sales have been trending down for some...
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The Meerkat Feasting on iSelect
02 Aug 2018
Earnings guidance slashed by 64%. CEO gone. The stock down 54%. That was the situation for iSelect (ISU) when we...
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Defining the Forager Investing Edge
25 Jul 2018
How you gonna beat Brazil, Bresciano? That’s the question Joga Bonito famously asked Australian soccer fans prior to...
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What’s Hot is Hot
13 Jul 2018
The 2018 financial year was a difficult one for Forager. You can read all about our year of underperformance in the...
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My Nishino Moment
09 Jul 2018
Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World...
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Not All Information is Created Equal
04 Jul 2018
Promises. We’ve heard our fair share from company management teams over the years. iSelect told investors that...
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Odd Odds at the World Cup
28 Jun 2018
As my friends cruelly continue to remind me, my country sadly didn’t qualify for the Russia edition of the FIFA...
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