Forager Blog - A Value Investing Blog

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...

Preparing for, not Predicting, the Housing Crash

12 Oct 2018

Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...

An Axing for Axsesstoday

03 Oct 2018

Last month Axsesstoday (AXL) was on its way to becoming a market darling. Today it is suspended from trading. The...

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...

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...

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...

https://foragerfunds.com/news/facebook-massive-instagram-asset/

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...

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...

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...

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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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.