Forager Blog - A Value Investing Blog

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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...

Defining the Forager Investing Edge

25 Jul 2018

How you gonna beat Brazil, Bresciano? That’s the question Joga Bonito famously asked Australian soccer fans prior to...

What’s Hot is Hot

13 Jul 2018

The 2018 financial year was a difficult one for Forager. You can read all about our year of underperformance in the...

My Nishino Moment

09 Jul 2018

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World...

Not All Information is Created Equal

04 Jul 2018

Promises. We’ve heard our fair share from company management teams over the years. iSelect told investors that...

Odd Odds at the World Cup

28 Jun 2018

As my friends cruelly continue to remind me, my country sadly didn’t qualify for the Russia edition of the FIFA...

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...

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...

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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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

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty