Stocks Neat

Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson as they delve into the world of American investing in the latest episode of Stocks Neat. Harvey shares his insights on the critical lessons learnt from investing in the US market over his career, including the high liquidity and capital allocation priorities and how competitive the investor landscape is over there. They explore why the US...

In episode 16 of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson, all the way from London, to delve into the Silicon Valley Bank bankruptcy and the broader issues of regulation, moral hazard, and the importance of creative destruction for economic growth. Steve and Gareth explore the issues of solvency and liquidity in the banking industry and the problem of duration mismatc...

In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent January rally and what it could mean for future returns. They also share insights on how investors can protect themselves from being too conservative and missing out on potential gains. Special guest Liam Shorte, @SMSFCoach on Twitter, then joins the podcast to further explore this top...

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...

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...

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 Austr...

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...

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 rep...

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 g...

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. Th...

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 ti...

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 you...

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 wha...

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 feedb...

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 drinkin...

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 feed...

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 y...