Forager Blog - A Value Investing Blog

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...

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...

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....

Size Kills in Funds Management

20 Apr 2018

On an average day Commonwealth Bank (CBA) shares worth $250m change hands. A $10bn fund manager can buy a 1%...

Unloved UK Auto Sector

17 Apr 2018

Steve and I recently spent a few weeks visiting portfolio companies and potential investments in Europe. The UK...

Facebook Killing its Competitive Advantage

13 Apr 2018

“Well, the first thing we have to do, I suppose, is listen,” Paine said when asked how his team might reconnect with...

https://foragerfunds.com/news/buying-stocks-that-could-go-bankrupt/

Buying Stocks that Could Go Bust

06 Apr 2018

Many investors wouldn’t have touched Whitehaven Coal with a hazmat suit on. It was January 2016 and thermal coal had...

Beware the Overseas Expansion

15 Mar 2018

Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of...

Dividend Imputation Should Change

12 Mar 2018

This will be short and likely controversial. There’s a lot of vitriol about dividend imputation these days. Much...

https://foragerfunds.com/news/one-big-lesson-big-un-debacle/

A Big Lesson from the Big Un Debacle

06 Mar 2018

Some of the red flags at Big Un were obvious. Perhaps the biggest was the change in auditor, from PKF to the...

https://foragerfunds.com/news/making-most-of-mistakes/

Making the Most of Mistakes

26 Feb 2018

For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over...

https://foragerfunds.com/news/navigate-bull-market/

How to Navigate a Bull Market

21 Feb 2018

Bear markets get a lot of attention. The market meltdowns of 2008/9, 2000 and 1987 are the subjects of many hundreds...

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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