Forager Blog - A Value Investing Blog

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"...

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...

Latest media

View all >

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.

Watch now

https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

Watch now

YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

Read now

YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty