Finding Treasure in the Antinarrative
16 Nov 2017
Buying a business in decline is psychologically difficult. It can also be extremely damaging to your...
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Latest media
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...
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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...
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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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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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