Zara’s Success is No Secret
27 Jun 2018
One of the first things Steve asked me to do when I started at Forager was to identify my circle of competence. Five...
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Latest media
Credit Availability IS Australia’s House Prices
21 Jun 2018
I have a friend who is mildly wealthy but not gainfully employed. He has been a customer of the same bank for the...
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United Kingdom: Forgiving market
13 Jun 2018
The United Kingdom has become a particularly fertile hunting ground for the Forager International Shares Fund in a...
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Understanding the FOR Distribution
06 Jun 2018
Last week we provided investors in the ASX-listed Forager Australian Shares Fund (FOR) an estimate of the coming...
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A Few More Fleas at Greencross
01 Jun 2018
Since joining Forager a few months ago, I’ve learned a lot about the benefits of scepticism. Sure, I knew to take...
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Italian Borsa Back on the Radar
31 May 2018
Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of...
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Amazon HQ2: Pain tomorrow?
24 May 2018
The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter,...
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Smart (or not) Parking?
22 May 2018
The Australian Shares Fund used to hold parking services provider Smart Parking (SPZ). We invested via a $0.15 per...
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Jumbo Risks All But Forgotten
18 May 2018
We are out. Last week the Forager Australian Shares Fund sold its last remaining shares of online lottery ticket...
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Scruffy Accounting at Greencross
10 May 2018
Well that was an interesting update from pet and vet company Greencross (GXL). New CEO Simon Hickey only joined the...
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The Omnichannel Fallacy
01 May 2018
There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a...
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Timing a Plunge With Managed Funds
27 Apr 2018
My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing....
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