Value Investing Blog - Forager Funds

https://foragerfunds.com/news/philo-scare-us-pay-tv/

Philo a Death Knell for Cable TV

20 Dec 2017

Marc Andreessen, founder of famed venture capital firm Andreessen Horowitz and co-author of the world’s first widely...

Forager’s 2017 Reading List

14 Dec 2017

Are you in need of a last minute gift idea? Or perhaps something to while away the hours on an upcoming vacation...

Big Banks to Sell our Big Data?

12 Dec 2017

"It's being used as political capital ... when you want to get mob interest, you turn on the banks. Hitler did it"...

https://foragerfunds.com/news/investing-advice-15-year-old-self/

Investing Advice to My 15-Year Old Self

11 Dec 2017

What investing advice would you give to your 15 year-old self? That was the question posed to me at the end of this...

https://foragerfunds.com/news/opportunity-in-uncertainty/

Buying in an Information Vacuum

27 Nov 2017

A few weeks ago the International Fund invested in a company that couldn’t even publish its accounts on time....

https://foragerfunds.com/news/animal-spirits-fore/

Animal Spirits to the Fore

21 Nov 2017

In March this year, copper miner MMG announced that it had sold its Century zinc mine in Queensland for the...

https://foragerfunds.com/news/profit-declining-business/

Finding Treasure in the Antinarrative

16 Nov 2017

Buying a business in decline is psychologically difficult. It can also be extremely damaging to your...

GE: Buffett’s Last Takeover?

31 Oct 2017

I’m sure I’m not the only one running the rule over capital goods giant GE (General Electric). Still influenced...

A Dangerous Time to Doubt Mr Market

30 Oct 2017

“This stock hit its 52-week low today, I should look at it”. This is often what I tell myself at work. Buying...

https://foragerfunds.com/news/isentia-shows-good-businesses-can-risky/

Isentia Shows That “Good” Businesses Can be Risky Too

27 Oct 2017

Isentia’s shares were trading at $3.50 this time last year. Yesterday the stock closed at $1.05. There’s nothing...

The $1,000 Bagel

25 Oct 2017

It’s October 2006 and my wife and I are catching up with an old friend over a bagel in downtown Manhattan. Our...

Stamp Duty is Stupid

24 Oct 2017

For much of the past decade I lived in Vienna, Austria. If you own a television, a radio or even just an...

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https://foragerfunds.com/media/livewire-interview/

Livewire Markets: 25 October 2018

Day of the Dog: Buying Banged-up Stocks

James Marlay from Livewire hosts Steve Johnson from Forager Funds, and Mark Whittaker from Investors Mutual. Topics discussed include; the attributes of an attractive turn around, indicators a stock could be terminal, and they each share a banged-up stock of their own – one that looks attractive, and one that appears terminal.

Watch now