Forager Blog - A Value Investing Blog

Momentum Matters for Value Investors

08 Mar 2019

Momentum is a dirty word in the value investing world. Buy cheap stocks and they eventually go up is the...

Fortnite is Changing the Game

28 Feb 2019

My little brother is one of millions of crazed Fortnite fans. His current routine involves playing the online game...

Pay Now, Save Now

27 Feb 2019

Afterpay, and now Flexigroup, are changing the face of consumer credit. In the old world, someone who didn’t have...

Detroit: On the Move Again

08 Feb 2019

Steve and I recently attended an auto conference in Detroit. After years of flying high cyclically, stocks in the...

How to Deliver on the Banking Royal Commission Promise

06 Feb 2019

“Its bark was worse than its bite”. That seems to be the general conclusion from the Hayne Royal Commission into...

A One-Sentence Law to Revolutionise Banking

05 Feb 2019

All this Banking Royal Commission stuff is interesting. One might argue that the Big Four banks didn’t get their...

Betting on Fast Fashion with Glassons

24 Jan 2019

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand...

On the Oil Rollercoaster

18 Jan 2019

The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016...

Three Insights from Hong Kong

14 Jan 2019

Value traps or deep value? Often it's hard to tell, especially when analysing Chinese stocks. One thing that will...

The Riddle of The Reject Shop

08 Jan 2019

Do you remember the first time you visited a dollar store? For me it was an exciting stop after school. My weekly...

Party coming to an end for Nick Scali

24 Dec 2018

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for...

Forager’s 2018 Book Recommendations

30 Nov 2018

Every year I intend to publish our annual book recommendations sufficiently early for those seeking gift ideas. But...

Latest media

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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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ABC News – 04 March 2020

Current State of the Market

Steve Johnson from Forager speaks to Elysse at ABC News about the current state of the market.

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https://foragerfunds.com/media/forager-ten-year-anniversary/

Forager – 10 Year Anniversary

Forager Turns Ten

Steve Johnson answers ten questions about Forager’s journey over the past 10 years.

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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.