14 episodes

Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com

Stocks Neat Forager Funds

    • Business
    • 5.0 • 20 Ratings

Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com

    Disney’s Corporate Blunders and Why BP Could Be Next

    Disney’s Corporate Blunders and Why BP Could Be Next

    In the latest episode of Stocks Neat, Steve Johnson is joined by Senior Analyst Chloe Stokes as they delve into the topic of market short-termism. They discuss notable examples of corporate blunders, including the struggles of Walt Disney and the potential threat of ChatGPT (an AI-driven natural language processing tool that has grown in popularity recently) to Google. Co-Portfolio manager of the Forager International Fund, Harvey Migotti, also brings to the table a past corporate blunder that he analysed several years ago.
    To wrap up the episode, Chloe reflects on her five years at Forager, sharing her greatest investment success, biggest mistake, and most valuable lesson.
     
    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.

    • 33 min
    The contrarian case for small-caps in 2023

    The contrarian case for small-caps in 2023

    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
    Facebook - Forager Funds Management 
    LinkedIn - Forager Funds Management
    Instagram - Forager_Funds
    For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.

    • 33 min
    Mergers and acquisitions - the good, the bad and the ugly

    Mergers and acquisitions - the good, the bad and the ugly

    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.

    • 38 min
    Meta's woes, Twitter's close, and the end of an investing epoch

    Meta's woes, Twitter's close, and the end of an investing epoch

    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.

    • 37 min
    How to invest for an inevitable consumer slowdown

    How to invest for an inevitable consumer slowdown

    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.

    • 34 min
    Nobody puts value in the corner

    Nobody puts value in the corner

    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.

    • 38 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Cafe Nick from New Town ,

Stocks Neat from Tas

Good chat about investing concepts - would love a discussion about current ASX takeovers along with potential deals.

Maybe chat about where you see the future of some sectors versus others.

Mbarkering ,

More please

Good way to connect with investors - keep it up

olviaa ,

Good start

Good to hear Steve and Gareth on their process and also some stocks and other interesting aspects of investing. Always time well spent. There is whisky involved but they’re not at Derek and Clive Live standards just yet.

Look forward to that in 2022.

Cheers

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