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...
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Latest media
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...
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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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The Looming Oil Shortage
10 Oct 2017
Four long and mostly painful years. That’s how we feel when reflecting on for Forager’s investments in the oil...
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Sifting Through Fallen Angels
26 Sep 2017
Buying unloved stocks is part of the DNA at Forager. Most of the funds' excess returns over almost eight years have...
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Australian Fund’s Problematic Premium
14 Sep 2017
Prior to the listing of of the Forager Australian Shares Fund, I invested $200 each month via direct debit. In...
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The Value in Blue Chips
06 Sep 2017
Two of the Forager International Shares Fund's largest holdings are blue chips Alphabet (Nasdaq: GOOG) and...
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Old School Blue Chips Weigh on ASX
01 Sep 2017
Reporting season is a circus. For most businesses, more than half of their net present value will come from...
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The Value of Cash
31 Aug 2017
Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the...
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West Oz Property: As Bad as it Gets?
22 Aug 2017
For long-term sceptics of Australian property markets, this week’s Four Corners program—Betting on the...
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How to Retire Happy, Comfortable and Property Free
21 Aug 2017
My parents, some investors, politicians and a large number of journalists seem very concerned about me. I’m one...
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Chinese Phones, Cars and Drones
09 Aug 2017
Fedon 1919 is a fancy leathergoods store in Italy. While visiting family there last month, I popped in and made...
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