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.

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follow and subscribe - we're doing this every month.

You can also find us on:

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

In this episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown taste-test a Tasmanian classic and answer the question: is whisky really a worthwhile investment? Featuring Tamikah from the Forager team, they also chat tech stocks, offer an update on Magellan, and discuss the drama at Lark Distilling Co. 

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

It's Friday, so grab a drink and tune into the latest episode of Stocks Neat to hear Forager’s Steve Johnson and Gareth Brown chat small-cap stocks and reveal their take on the Magellan saga over a dram from Corowa Distilling Co. They also explain why the adult brain is more like a Kia Sportage than a Ferrari, and marvel at the story of a man who taught birds to fly. 

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

Grab a drink and tune into the first (official) episode of Stocks Neat, as Forager’s Steve Johnson and Gareth Brown taste-test a dram from the Scotch Malt Whisky Society and talk travel, Omicron and share markets in 2021. They also reveal some of the lessons they’ve learned over the past year and the investment ideas they’ve changed their minds on.

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.