Forager Blog - A Value Investing Blog

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...

Why Declining Businesses are Hard to Stomach

29 Jan 2018

Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured...

Unloved Technicolor’s Hidden Value

24 Jan 2018

Everybody in the US hates their cable company. Customers have been leaving in droves for the greener pastures of...

https://foragerfunds.com/news/mma-rides-offshore-oil-recovery/

MMA Rides the Offshore Oil Recovery

18 Jan 2018

The September 2017 quarterly report spelled out a renewed bullish message from the International Fund team: the...

https://foragerfunds.com/news/chiming-crypto-madness/

Chiming in on Crypto Madness

10 Jan 2018

“Bitcoin has become one of the world’s hottest investments, a bubble inflated by social media, [and] loose...

Stockmarket Mania Taking Hold

09 Jan 2018

“Nothing so undermines your financial judgement as the sight of your neighbour getting rich.” - John Pierpont...

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"...

Latest media

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Livewire Buy Hold Sell – 25 March 2020

5 cash earners for a crisis

Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.

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ABC News – 04 March 2020

Current State of the Market

Steve Johnson from Forager speaks to Elysse at ABC News about the current state of the market.

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https://foragerfunds.com/media/forager-ten-year-anniversary/

Forager – 10 Year Anniversary

Forager Turns Ten

Steve Johnson answers ten questions about Forager’s journey over the past 10 years.

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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.