Forager Blog - A Value Investing Blog

Stamp Duty is Stupid

24 Oct 2017

For much of the past decade I lived in Vienna, Austria. If you own a television, a radio or even just an...

The Looming Oil Shortage

10 Oct 2017

Four long and mostly painful years. That’s how we feel when reflecting on for Forager’s investments in the oil...

Sifting Through Fallen Angels

26 Sep 2017

Buying unloved stocks is part of the DNA at Forager. Most of the funds' excess returns over almost eight years have...

https://foragerfunds.com/news/fors-problematic-premium/

Australian Fund’s Problematic Premium

14 Sep 2017

Prior to the listing of of the Forager Australian Shares Fund, I invested $200 each month via direct debit. In...

https://foragerfunds.com/news/value-blue-chips/

The Value in Blue Chips

06 Sep 2017

Two of the Forager International Shares Fund's largest holdings are blue chips Alphabet (Nasdaq: GOOG) and...

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...

Latest media

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ABC The Business: 22 April 2020

Monday Markets with Steve Johnson

Steve Johnson discusses the current market conditions, concerns surrounding the banking sector and why he believes there are still plenty of opportunities out there.

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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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