Forager Blog - A Value Investing Blog

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...

https://foragerfunds.com/news/lovisa-out-of-love/

Out of love with Lovisa?

02 Nov 2018

For a while there Lovisa (LOV) was a bright spot in Australian retailing. A domestic success story conquering the...

Inflation, not Recession, the Big Risk for Investors

31 Oct 2018

Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...

Tabcorp’s Dwyer has it Wrong on Remuneration

18 Oct 2018

I doubt Tabcorp shareholders will be too happy this morning. The chair of their board - you know that thing that is...

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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.

Watch now

https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

Watch now

YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

Read now

YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty