Why Amazon Can’t Kill These Three Retailers
28 Jan 2020
Few companies are as feared as Amazon (Nasdaq:AMZN). And for good reason. Amazon has grown revenue at an average...
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Latest media
Santa Rallies for International Fund
17 Jan 2020
The last quarter of 2019 saw strong share price movements for many of the Forager International Shares Fund...
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Turning Ten, Growing Old: Reflections on Forager’s...
10 Jan 2020
I had an early morning coffee with my grandmother on New Year’s Eve. Born in the 1920s and known to all my friends...
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Revving up at RPM
10 Dec 2019
One of the newest investments in the Forager Australian Shares Fund doesn’t look like much of a value stock. Losses...
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Cash, China and Turning Japanese — Your Questions Answered
06 Dec 2019
Thank you to everyone who participated in Wednesday’s Investor Optimism Webinar. The Q&A ran a bit long and...
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Investor Optimism Webinar
05 Dec 2019
In this latest webinar Steve Johnson, Gareth Brown and Harvey Migotti discuss Investor Optimism in the Wake of...
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Forager’s 2019 Book Recommendations
28 Nov 2019
For some, the Christmas season begins the moment they first hear Bing Crosby on the loudspeaker at Big W in...
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Why Westpac’s next CEO needs to be an outsider
26 Nov 2019
Brian Hartzer knew it was over the second he picked up his phone. Yesterday, as CEO of Westpac, Hartzer had called...
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Why Some CEOs Hope the Brexit Saga Never Ends
01 Nov 2019
"I don’t know what else to tell you. Clients are spending. The business is growing. I’m not seeing any impact from...
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Contracting a Strong Result
21 Oct 2019
Profit up 80%. Revenue up 55%. A strong growth outlook. The annual financial result from mining services...
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Hong Kong in Turmoil
16 Oct 2019
When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life...
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Beware “Cheap” Debt in a Deflationary World
04 Oct 2019
Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is...
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