ThinkSmart Torpedoes Efficient Markets
25 Mar 2021
Efficient Market Theory is the idea that asset prices accurately reflect all available information and thus it’s...
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Growth Stocks: Bubble Burst or Buy the Dip?
22 Mar 2021
In the latest video Chief Investment Officer Steve Johnson talks to Portfolio Manager, Harvey Migotti, about...
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The Case for Cutting Outstanding Performers
11 Mar 2021
Be careful not to pick your flowers and water your weeds. But you never go broke taking a profit. Like most...
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Why Now’s The Time To Cut Some Flowers
10 Mar 2021
In the below video, Chief Investment Officer, Steve Johnson, talks to Analyst, Chloe Stokes, about the reasoning...
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Top 3 Results This Reporting Season
08 Mar 2021
Our latest video analysis is about the recent Australian reporting season. Chief Investment Officer, Steve Johnson,...
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Aussie Fund’s Prime Takeover Targets
04 Mar 2021
Consolidation and the effect of COVID-19 have made many industries ripe for takeovers. While some took place during...
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Is Twitter Finally Monetising its 200 Million Twits?
01 Mar 2021
In this video Chief Investment Officer, Steve Johnson, talks to Gareth Brown about Twitter, a stock that we have...
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Enero Lays a Golden EGG for Forager’s Australian...
25 Feb 2021
In this video Chief Investment Officer, Steve Johnson talks to Alex Shevelev on why Forager's Australian Shares Fund...
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Top 2 Lessons From the GameStop Saga
17 Feb 2021
Chief Investment Officer, Steve Johnson, provides insight into two of the top lessons to come out of the GameStop...
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Will the World Ever Be the Same After COVID-19?
11 Feb 2021
In our latest video, a post pandemic world is considered. Gareth Brown, Co-Portfolio Manager on the International...
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The GameStop Short Squeeze Explained
04 Feb 2021
In case you missed our commentary on GameStop in last week's video, here is a transcript. Co-Portfolio Manager on...
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What’s Next for Australia’s Retailers?
03 Feb 2021
Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian Shares Fund,...
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