Is the market’s recession conviction warranted?
20 Jun 2022
Originally written for Firstlinks They say the market is forward looking. I’ve never seen it quite this forward...
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Tech sector stuck in the denial phase
30 May 2022
Originally written for The Australian When Uber chief executive Dara Khosrowshahi quoted Jerry Maguire in an...
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The EV revolution and the scourge of stock-based compensation
27 May 2022
It's time for a new episode of Stocks Neat, the podcast with nothing watered down. In this episode, Forager’s...
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Interest rates and crypto concerns
20 May 2022
What does stocks have to so with the implosion of cryptos’ stablecoin? What is the impact of interest rate movements...
READ MORE Twitter bids, social media monetisation and control in...
29 Apr 2022
It's Friday - and that means it's time to grab a drink and tune into Stocks Neat. In this episode, CIO Steve...
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Money, not just free speech, the end game of Twitter bid
28 Apr 2022
Originally written for The Australian. “I don’t care about the economics at all.” That’s what Elon Musk said...
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What’s the most important thing in today’s environment?
12 Apr 2022
One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011...
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Road trippin’
11 Apr 2022
If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States...
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US is bedrock of any global share portfolio
06 Apr 2022
Originally written for The Australian
The US is far from perfect. The people there call their main meals...
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24 Mar 2022
Haven’t travelled in a while? Join Steve Johnson and Gareth Brown in Chicago for an episode of Stocks Neat, as they...
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Two Aussie stocks with diversification potential
18 Mar 2022
Senior analysts Alex Shevelev and Gaston Amoros have previously discussed several higher-growth or idiosyncratic...
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Uncorking the economics of whisky
14 Mar 2022
At Forager, we invest in businesses that we like and that we believe hold the potential for long-term returns. If...
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