Alex Shevelev @ForagerAlex

Joined July 2017

Tweets

177
Followers

616
Following

604
Likes

95

ForagerFunds @ForagerFunds

4 years ago

Always wanted to understand why our Australian Shares Fund invests in a particular company, or how our team researches opportunities in smaller companies? Now's your chance - the team is opening the floor up to any questions you might have for their next investment video.

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MastersInvest.com @mastersinvest

6 years ago

'As their business gained altitude, Larry insisted they live by a blunt rule: “We don’t try to screw the customer.” Heico keeps its prices locked between a third to a half off what an original manufacturer would charge.' forbes.com/sites/abrambro…

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Post M. @Post_Market

6 years ago

Just your annual reminder that a buyback policy to offset dilution isn't really a buyback policy. Its just an operating expense that gets adjusted out of earnings.

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Alex Shevelev @ForagerAlex

6 years ago

"As we enter the third decade of this century, I’ll make a prediction: by the end of it, we will see less poverty, less child mortality, less land devoted to agriculture in the world." spectator.co.uk/2019/12/weve-j…

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Gareth Brown @forager_gareth

6 years ago

Mayfair Platinum already stank - the borrowed name and the 4-page ads in the AFR. But Dominic McCormick has done the punters a real favour here unpacking it for @LivewireMarkets. Read it before you consider investing. If it looks to good to be true.... livewiremarkets.com/wires/ipo-weal…

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Gavin Baker @GavinSBaker

6 years ago

1) High valuations are arguably more dangerous to founders and employees than investors. No room for error. If Magic Leap – an impressive company - had not raised at such a high valuation, it would be in a much better position today. theverge.com/2019/12/6/2099…

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Alex Shevelev @ForagerAlex

6 years ago

"In 2017, one Moody’s analyst coined a new definition for Ebitda: Eventually busted, interesting theory, deeply aspirational." bloomberg.com/amp/news/artic…

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modest proposal @modestproposal1

6 years ago

“It is that the nature of high-growth potential tech businesses means the most important drivers of their value creation must be uncertain. To succeed, startups must choose to brave uncertainty because most companies, especially established ones, won’t” reactionwheel.net/2019/11/startu…

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Patrick OShaughnessy @patrick_oshag

6 years ago

Interesting angle on what incumbents VCs respect the most as revealed by their lack of funding for incumbent competitors, By @GavinSBaker medium.com/@gavin_baker/v…

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Gareth Brown @forager_gareth

6 years ago

Just in time for Secret Santa - Forager's favourite reads of 2019. foragerfunds.com/news/foragers-…

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Adam Singer @AdamSinger

6 years ago

I saw a guy building a portfolio today. No cultstocks. No $TSLA, $FANG, $SHOP. No crypto or gold. He just sat there. Researching and buying ignored value stocks with growing revenue, trading at reasonable valuations. Like a psychopath.

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Alex Shevelev @ForagerAlex

6 years ago

"for every dollar consumers spend on a monthly Netflix account, they receive almost $US1 billion of content." afr.com/companies/medi…

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James Altucher @jaltucher

6 years ago

From 1953. I found a time traveler.

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Shane Oliver @ShaneOliverAMP

6 years ago

Good chart from Macquarie highlighting that higher tax payments - due in large part to bracket creep - have more than offset lower interest payments for Aust households in recent years. #ausecon

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Dan Rasmussen @verdadcap

6 years ago

"Markets are not pure utility maximizing machines but rather distinctly human phenomena shaped by culture and opinions." Here are a few of investing's hottest memes. mailchi.mp/verdadcap/narr…

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Steve Johnson @ForagerSteve

6 years ago

Low rates feel like a free kick for highly indebted borrowers. If the world turns Japanese, they are going to learn a very painful lesson foragerfunds.com/news/beware-ch…

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Dan Rasmussen @verdadcap

6 years ago

Passive funds are overweight US equities and large-cap growth, largely due to the massive popularity of the S&P 500 index. Coincidentally, these are the most expensive stocks. mailchi.mp/verdadcap/glam…

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Alex Shevelev @ForagerAlex

6 years ago

"WeWork might be the first unicorn to truly have its horn ripped off" smh.com.au/business/compa…

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Lyall Taylor @LT3000Lyall

6 years ago

Neumann: "[WeWork's] valuation and size today are much more based on our energy and spirituality than it is on a multiple of revenue". Forget revenue multiples folks. It's all about spirituality multiples now.