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...
READ MORE
Latest media
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
