Forager Blog - A Value Investing Blog

https://foragerfunds.com/news/old-school-blue-chips-weigh-asx/

Old School Blue Chips Weigh on ASX

01 Sep 2017

Reporting season is a circus. For most businesses, more than half of their net present value will come from...

The Value of Cash

31 Aug 2017

Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the...

https://foragerfunds.com/news/west-oz-as-bad-as-it-gets/

West Oz Property: As Bad as it Gets?

22 Aug 2017

For long-term sceptics of Australian property markets, this week’s Four Corners program—Betting on the...

https://foragerfunds.com/news/retire-happy-comfortable-property-free/

How to Retire Happy, Comfortable and Property Free

21 Aug 2017

My parents, some investors, politicians and a large number of journalists seem very concerned about me. I’m one...

https://foragerfunds.com/news/china-phones-cars-and-drones/

Chinese Phones, Cars and Drones

09 Aug 2017

Fedon 1919 is a fancy leathergoods store in Italy. While visiting family there last month, I popped in and made...

https://foragerfunds.com/news/1bn-fine-least-cbas-worries/

$1bn Fine The Least of CBA’s Worries

07 Aug 2017

Reading the weekend's press, some CBA shareholders are surprisingly sanguine about last week's shocking revelations....

https://foragerfunds.com/news/weve-sold-reckon/

Why We’ve Sold Reckon

02 Aug 2017

A few investors have noticed Forager’s recent sale of our substantial holding in Reckon (RKN). We will provide...

https://foragerfunds.com/news/europe-still-ascending/

European Air Traffic Still Ascending

31 Jul 2017

In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...

https://foragerfunds.com/news/solid-prospects-cementir/

Solid Prospects for Cementir

20 Jul 2017

If you have visited Rome, you might wonder how so many temples, bridges and aqueducts constructed during Roman...

https://foragerfunds.com/news/amazon-turns-grocery-cart/

Amazon Turns Over the Grocery Cart

17 Jul 2017

Online retail giant Amazon (NASDAQ: AMZN) has announced an agreement to buy one of America's most successful...

Coulda Shoulda Mining Services

13 Jul 2017

My father used to take me to the horse races as a child. It became something of a father-son thing over the...

https://foragerfunds.com/news/australian-fund-stocks-cti-shares/

Australian Fund Stocks up on CTI Shares

05 Jul 2017

Forager has recently become a substantial shareholder in CTI Logistics (CLX), a courier and warehousing services...

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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.

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