Forager Blog - A Value Investing Blog

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...

https://foragerfunds.com/news/googles-cash-road-nowhere/

Google’s Cash Road to Nowhere

14 Feb 2018

Let me be the millionth investor to express frustration at Alphabet Inc’s approach to capital allocation. When...

https://foragerfunds.com/news/fragmenting-social-media-facebooks-withering-popularity/

Fragmenting Social Media and Facebook’s Withering Popularity

13 Feb 2018

Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of...

https://foragerfunds.com/news/even-small-panic-matter/

Why Even Small Panics Matter

07 Feb 2018

Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of...

https://foragerfunds.com/news/new-generation-learns-pennies-steamrollers/

A New Generation Learns About Nickels and Steamrollers

07 Feb 2018

You are probably wondering what the hell happened yesterday. Friday’s relatively minor retreat in global stock...

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ABC The Business – 29 June 2020

Monday Markets with Steve Johnson

Steve Johnson discusses recent market jitters with a rise in Coronavirus cases across Victoria and overseas and how long we can expect the current market uncertainty to last.

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ABC The Business: 17 June 2020

Wednesday Markets with Steve Johnson

Steve Johnson discusses current movements in the stock market, with some stocks up and others down. Steve also touches on why this is a sign of encouragement for the economy.

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Ausbiz TV – 09 July 2020

Find Companies that will Suffer Now but Eventually Thrive

Look for the companies that will suffer in the short term but emerge from the crisis stronger says Steve Johnson but warns the easy money is already gone.

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ABC The Business: 22 April 2020

Monday Markets with Steve Johnson

Steve Johnson discusses the current market conditions, concerns surrounding the banking sector and why he believes there are still plenty of opportunities out there.

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Monday Markets with Steve Johnson

Wednesday Markets with Steve Johnson

Find Companies that will Suffer Now but Eventually Thrive

Monday Markets with Steve Johnson