Stocks Neat

In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small-cap stocks and why they might be an interesting place to be investing in 2023. Small-caps have been hit harder than the rest of the market, so many are already looking very cheap as we head into an expected recession. There is no new whisky tasting this time, but Gareth and Steve recap their favourite bottle from previous episodes.

Harvey Migotti, co-portfolio manager of the Forager International Fund, joins Steve for a deep dive on Yeti, one of the small-cap stocks in the fund portfolio, and why they believe this is a great business to own. Make sure you don’t miss this interesting discussion.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:

Twitter - @ForagerFunds
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LinkedIn - Forager Funds Management
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For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In the latest episode of Stocks Neat, Steve and Gareth talk all things M&A. They discuss the best and worst deals they have seen, as well as what to look out for when assessing whether a merger or acquisition will have long-term success.

As a first for Stocks Neat, we have a guest interview. Grant Webster, CEO of Tourism Holdings New Zealand, is in the middle of a merger right now, with Australia’s Apollo Tourism and Leisure. Grant gives some fantastic insights from the deal, plus shares what his favourite whiskey is… that Steve and Gareth decide not to taste! Instead they go for “Monkey Shoulder”, which is a blend from Speyside, Scotland.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month.

You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In this episode of Stocks Neat, Steve and Gareth talk about how the tech bust has finally hit the likes of Alphabet, Microsoft and Meta, with some very low growth rates coming from these tech giants that have outperformed for decades.

They also chat about the impending Musk takeover of Twitter, including the open letter of demands written by Twitter employees, and whether they think it will have an impact on Musk’s plan to fire a significant percentage of the workforce (spoiler alert - they don’t). This is all washed down with Oban Single Malt whisky from Oban, Scotland.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:

Twitter - @ForagerFunds
Facebook - Forager Funds Management 
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer spending as mortgage payments and non-discretionary price rises begin to bite, and how the consequences of this might affect some businesses more than others. They also consider common themes companies have been experiencing in the reporting season just past, as well as the effect of the current environment on a few stocks held in the portfolio.

This is all discussed whilst sampling a Clare Valley “Forager” Shiraz. Tune in to find out more.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to
follow and subscribe - we're doing this every month.

You can also find us on:

Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

Who said value investing means crappy businesses? It’s something we've pondered recently off the back of some questions around our own investment style. 

In this episode of Stocks Neat, Steve and Gareth discuss a bit of the history behind value investing, how index funds have reshaped the game, and Forager’s own approach. Before we get to that though, the guys first discuss if the inflation genie is back in the bottle and what they're looking out for when companies report. 

We're in the thick of reporting season at the time of recording. This might also be one of the reasons the guys have shaken things up and are tasting a non-alcoholic beer by Vandestreek Playground.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management 
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In this episode of Stocks Neat, at a more important time than ever, Steve and Gareth remind listeners that they're only ever seeing a tiny percentage of a company trade hands. In fact, the valuation of a company and the price one pays for it can be very different. The guys also consider what’s driving the magnitude of the current market moves and share some thoughts on how to navigate it. This month, they're sipping on Bushmills - a single malt Irish whiskey aged 10 years.

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management 
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In June's episode of Stocks Neat, Steve and Gareth discuss a 100-year Austrian bond issued in 2017, before diving into the market commentary around a recession and how it might be different from others. And after Forager’s recent office move, the guys also chat about the concept of shared office spaces.

Our whisky of choice this month is something a little more accessible than our previous tipples; Steve popped next door to Vintage Cellars to pick up Laphroaig’s Islay Single Malt Whisky. Don't miss out!

We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

In this episode of Stocks Neat, Gareth Brown and Steve Johnson discuss the electric vehicle revolution and a topic that’s really gotten under Forager’s skin: the scourge of stock-based compensation. And for this month’s tasting, Gareth shares a single malt from The Scotch Malt Whisky Society, interestingly named "A Maple Syrup Mountain Spring" - don't miss out!

We'd love your feedback. If you like what you're hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month.

You can also find us on:

Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights and fund updates, visit www.foragerfunds.com.

In this episode,  CIO Steve Johnson is joined by whisky-naysayer (and Forager's Senior Analyst) Chloe Stokes to discuss the bid for Twitter, social media monetisation, and finding control in volatile markets. Chloe also shares her experience as a younger investor and reveals the stocks (and burgers) currently on her watchlist.  

We'd love your feedback. If you like what you hear (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:

Twitter - @ForagerFunds
Facebook - Forager Funds Management 
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights and fund updates, visit www.foragerfunds.com.

Haven’t travelled in a while? Then join Steve Johnson and Gareth Brown in Chicago for an episode of Stocks Neat, as they taste-test an American bourbon and recap their research trip in the US. Tune in as they reflect on the impacts of inflation and supply chain disruptions on businesses in the US, and the potential impact of the war in Ukraine on the Australian economy.

We'd love your feedback. If you like what you hear (and what we're drinking), be sure to follow and subscribe - we're doing this every month. 

You can also find us on:

Twitter - @ForagerFunds
Facebook - Forager Funds Management 
LinkedIn - Forager Funds Management
Instagram - Forager_Funds

For regular videos, investment insights and fund updates, visit www.foragerfunds.com.