This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of experience. All the presenters and panellists had interesting things to say, but for me, there were two standouts. The first of these I... Show More
Bill Gates once said, “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”. We all love a story, but how do we separate a good story from a genuinely good investment idea. In a recent... Show More
Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the radar. That all changed in 2015 with a blog post titled "Dick Smith is the Greatest Private Equity Heist of All Time." The... Show More
Steve Johnson from Forager Funds and Peter Hall from Hunter Hall Global Value (ASX:HHV) share their views on the prospect of investing in the Trump era. The discussion touches on the immediate implications for investors, how this political event could impact the outlook for interest rates and US stock valuations.... Show More
In this session from Livewire Live we delve into the strategies of three active managers to understand how they generate market beating returns. Topics discussed include the starting point for selecting stocks, how to generate new investment ideas and knowing when to sell in winning and losing positions. Matthew Kidman... Show More
For most investors identifying new opportunities is a perpetual challenge. So how do professional fund managers set about narrowing down the universe of stocks into market beating investments? Steve Johnson, Chief Investment Officer at Forager Funds, says it boils down to understanding your strengths and focusing on your competitive advantages.... Show More
When stocks are sold off widely as we’ve seen lately, there’s always some which are unjustly caught up in the malaise. In amongst the negativity and fear, it is difficult for investors to separate the wheat from the chaff. Magellan has been one of the top performers on the ASX... Show More
If you’re interested in hearing what Forager’s Chief Investment Officer Steve Johnson has to say, then why not join us at a special presentation later this month. The event, taking place in both Sydney and Melbourne, will be a great opportunity to see how the Forager team thinks when valuing... Show More
Ask David Einhorn and he’ll tell you many shale producers aren’t making any money even at prices north of $100. Not if you accurately measure the costs. Our analysis of a few ASX-listed players drew a similar conclusion. There has been lots of capital spent, lots of ‘independent’ experts’ reports... Show More
Livewire Panel Discussion Webcast Replay, http://brrmedia-static-presentations.s3.amazonaws.com/LiveWire%20Markets/index.html Show More