Steve Johnson @ForagerSteve
Founder and CIO at Forager Funds Management. Likes assets plays, cigar butts and anything else cheap. foragerfunds.com Sydney, Australia Joined March 2011-
Tweets6K
-
Followers8K
-
Following455
-
Likes577
We are too small to move the dial, but this $JLG takeover at $4 feels like we are giving it away too cheap. Clearly sandbagging guidance, some nice underlying organic growth and the founders get to roll their shares into the bidding vehicle. At least give us the same option?
4
1
21
4K
4
I had a steak lunch with a couple of American executives in Sydney last week. They were chuckling about eating American steak this time next year. Their heavily subsidised ag sector won't compete with Aussie farmers. And that's before you incorporate the cost of shipping
I had a steak lunch with a couple of American executives in Sydney last week. They were chuckling about eating American steak this time next year. Their heavily subsidised ag sector won't compete with Aussie farmers. And that's before you incorporate the cost of shipping
Hard to know what to say other than wow. In the middle of a regulatory review, ASX erroneously tags TPG Telco as TPG the private equity company that is taking over Infomedia (IFM)! Oops
Surely $JLG.ax have to announce the terms of the indicative offer before it can start trading? With insiders getting scrip in the takeover vehicle, got a bad feeling that this isn't going to be friendly to minority holders
How did they know what we were up to? 🤷♂️
There is an account impersonating me again. I've tried to report it but it's too complicated - please be careful.
Bizarre sequence of events at $OFX. 1. Share price +18% Monday morning 2. Please explain from the ASX 3. Trading halt, OFX says results about to be released "may have a material impact on the price" 4. Releases results this morning. Weak. Withdraws guidance. 🤷♂️
Steve Johnson retweeted
Talked with @ForagerSteve on the new rules of small-cap investing, how to beat the market, & what he thinks about #gold - Forager's Australian Equities Fund was top of Mercer's performance tables over 12 months to March 31 livewiremarkets.com/wires/forager-…
👀 "Morningstar found that 335 sustainable products changed their names in Europe during the first quarter, including 116 that dropped ESG-related terms". That should fix it ... ft.com/content/9f425c…
One of my hated capital allocation moves by $DMP; the old unfranked divvy backed by a fully-underwritten DRP. Otherwise known as "send your shareholders a tax bill without sending them any cash"
Talk to an active fund manager about the media sector and they will give you a ruthlessly objective analysis of the threats. Talk to them about the damage passive investing is doing to their own industry and most just want to stick their heads in the sand livewiremarkets.com/wires/adapt-or…
This is mostly true @FinancialTimes. Once you get to where Argentina is, there's some chance of voters choosing genuine reform ft.com/content/c9a8d9…
1.5x Luna Park = 1x Pendle Inn ...
Some thoughts on the latest $CAT.ax results and implications for portfolio weighting foragerfunds.com/news/catapult-…
Only the true Messiah denies His divinity ...
Most of Bigtincan's response to our letter doesn't need a follow up. Read ours, read theirs, make up your own mind. This "Free Cash Flow Positive" point, though? I couldn't help myself foragerfunds.com/news/follow-up…
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Assad Tannous @AsennaWealth
129K Followers 1K Following Head trader at Asenna Capital. Sharing what I've learnt trading the financial markets over 30 years. Disclaimer https://t.co/yjVgxsOUGR
Scott Phillips @TMFScottP
27K Followers 1K Following Investor. Business person. CIO @themotleyfoolau. Director @cityrecitalhall Here for nuanced policy discussion and observations, not cheerleading. And some fun!
Ron Shamgar @RonShamgar
10K Followers 756 Following Head of Aussie Equities & Portfolio Manager of TAMIM All Cap/Small Cap Funds. 21 yrs experience in ASX small caps. Investing is my passion. Views are my own.
Andrew Brown Dynastic... @abroninvestor
7K Followers 2K Following SOTP value equity investing, SydneyRoosters, Scunthorpe United, Man United, SpeedwayGP, travel, repurposed buildings. Investment views are NOT advice so DYOR!!
Owen Rask 🇦🇺 @OwenRask
12K Followers 106 Following Chief Investment Officer at Rask ~~ I hold AFSL 563 907
InfantTurdPowder.eth @zhanginu
5K Followers 1K Following Used to pay 15x rev in SaaS.. Now ready to pay 2-3x EBITDA in Energy. Gender fluid male in RL, female in TWTR (s/he)
Idea Hive @ideahive
55K Followers 447 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Clifford @10footinvestor
5K Followers 561 Following Just a big red dog. Special interest in leadership and management.
Michael Fritzell (Asi... @MikeFritzell
28K Followers 2K Following 15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.
Stock Swami @stockswami
10K Followers 474 Following Cynical and Cranky take on the ASX professional company operators making a play on Retail. Citizen Journalist lighting a small candle in a dark room.
David Berthon-Jones @berthon_jones
2K Followers 901 Following Co-CIO, Aequitas Investment Partners. Information is general advice and prepared without taking into account your objectives, financial situation or needs.
Lachlan Buur-Jensen @lachlanbjensen
2K Followers 497 Following
James Whelan @jameswhelan42
6K Followers 3K Following market commentator, Muskets At Dawn, Host @theoryofthing *All tweets = General Advice & views do not represent those of any sane person
Rudi Filapek-Vandyck @Filapek
9K Followers 628 Following Here to share my own research & analysis, and to promote @FNArena. Expect to be challenged in your convictions, assuming you're sufficiently open-minded ;)
Tobias Carlisle @Greenbackd
67K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Andrew Kuhn @FocusedCompound
45K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
สมคิด แ�... @NXubl18478
4 Followers 58 Following
Bernard D Dagdagan @DagdaganBernard
129 Followers 433 Following
darcy white @darcywhite48449
4 Followers 16 Following
KienSwingTrades @SwingKien
195 Followers 859 Following Swing Trading Growth Stocks | No Meme Stocks | Real Plays no stupid risks/gambling
Juan Varela @Juan_Varela_Cao
11 Followers 40 Following
Ostap @HOstapiv
17 Followers 200 Following
LesleyAbraham @bVQ1Of5v3Je20t
5 Followers 307 Following Focused on investing in U.S. stocks, happy to discuss stock market trends.
Michael Angelo Duero @Mikeranjer0125
6 Followers 78 Following
Donna Fernandez @DonnaFern93235
6 Followers 314 Following Gamer. Exploring virtual worlds and conquering challenges.
Aditya @Aditya483191684
16 Followers 268 Following
Peea Rendi @PeeaR89407
11 Followers 145 Following
Mary Handerson @m2015_mary
58 Followers 695 Following I don't compete, I focus, i don't hate,I elevate
Tahir Ayub @salman424543
5 Followers 113 Following
Qamar 434 @434Qamar29021
12 Followers 71 Following
ابو نجم @bwnjm125037
20 Followers 546 Following
Stretchma Azztoknight @StretchmaA55
36 Followers 211 Following
Giles Craig @GilesCraig1
23 Followers 206 Following
CrazyCube @crazy___cube
2K Followers 4K Following #FollowBack #NFT #NFTCommunity #NFTs #PlayToEarn #NFTProject #NFTGiveaway #DigitalArt #ApeCoin #ApeChain #Web3 #Blockchain #Crypto #CRAA_COIN #CrazyCubeNFT
Muzamil Ibrahim @MuzamilIbr9299
60 Followers 1K Following
Orhan Türkmen @OrhanTrkme29784
51 Followers 331 Following
.... @k2_pxxp
0 Followers 78 Following
Isaac Bowman @isaac_bowman20
26 Followers 283 Following Focused on small caps, learning about all things business.
bob. @d08JCB
154 Followers 2K Following
Dombas @domba216937
0 Followers 72 Following
Ni Fi @NiFi73
23 Followers 78 Following
brian jackson @briankirsty
564 Followers 364 Following Father times three. Socceroos. Matildas. Ange.
Srusi @Srusi9927
27 Followers 1K Following
Cj 1236 @kalana65425h
25 Followers 270 Following
Beggarman @beggarman
5 Followers 70 Following
WHarrington @4harros
68 Followers 671 Following
Jennifer Alex Fx Trad... @jennifer_alex7
132 Followers 3K Following 🎗𝗚𝗢𝗗 𝗙𝗜𝗥𝗦𝗧 🌎 👜ACCOUNT MANAGER ⭕️Foreign exchange Tʀᴀᴅᴇʀ📊 Oɴʟɪɴᴇ Assɪsᴛᴀɴᴄᴇ.⏰ 📚 Eɴᴛʀᴇᴘʀᴇɴᴜᴇʀ🚀🛍 𝗣𝗢𝗦𝗜𝗧𝗜𝗩𝗘 𝗜𝗡𝗙𝗟𝗨𝗘𝗡𝗖𝗘𝗥 💲ᴇᴀʀɴ💰Daily
حسنين @snyn711
10 Followers 914 Following
simon watt @woodchippen
5 Followers 17 Following
Catherine Davison @CathDavison
1 Followers 217 Following People are everything because it is through people that we really see ourselves.
pauld @dundonpaul
16 Followers 51 Following
C TSmith @CRTSmith1
25 Followers 172 Following
Cordle Capital @CordleCapital
55 Followers 509 Following Family Office (SFO) backing middle-market private equity funds and early-stage ventures with a long-term perspective.
Emitt @EmittM
2 Followers 34 Following
Rodger Doudney @oneonly00
9 Followers 39 Following
Scam Sweeper @scamsweeper
303 Followers 276 Following Always play the game within the game. L/S. Not financial/investment advice. Posts are satire. I hate stock promotes more than Justin beiber hates his wife
Lisa @Winke293072
23 Followers 268 Following
Richard Anderton @RichardAnd89861
4 Followers 77 Following
MD @md__214
12 Followers 514 Following
a @AdamMit87005106
14 Followers 203 Following
regalrooster @regalrooster1
11 Followers 99 Following
Randommannnnn @Randommannnnn1
19 Followers 611 Following
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Owen Rask 🇦🇺 @OwenRask
12K Followers 106 Following Chief Investment Officer at Rask ~~ I hold AFSL 563 907
Nick Fabrio @longhorncapital
32K Followers 149 Following 34, FT Trader, ASX Stocks, Opinions are my own!
christopher joye @cjoye
32K Followers 2K Following Portfolio manager at https://t.co/9L2cdsF1kC and AFR Contributing Editor
Clifford @10footinvestor
5K Followers 561 Following Just a big red dog. Special interest in leadership and management.
Emanuel Ajay Datt @eadatt
9K Followers 430 Following Principal at @DattCapital, interested in investing, tech, innovation, mineral resources & philanthropy.
Stock Swami @stockswami
10K Followers 474 Following Cynical and Cranky take on the ASX professional company operators making a play on Retail. Citizen Journalist lighting a small candle in a dark room.
David Berthon-Jones @berthon_jones
2K Followers 901 Following Co-CIO, Aequitas Investment Partners. Information is general advice and prepared without taking into account your objectives, financial situation or needs.
Tobias Carlisle @Greenbackd
67K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Socially distant Greg... @GregHoffman15
2K Followers 1K Following Investor, mostly Aussie-listed stocks.
Gareth Brown @forager_gareth
3K Followers 1K Following Father of three, decent husband, value investor and sceptic (skeptic?).
buyhighsellhigher @ebitdaddy90
30K Followers 38 Following Ex p72/Citadel/GS. Went to a school “in Boston”. Lots of fake copycats of my acct - make sure you follow the real deal.
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
CMicrocaps @CMicrocaps
6K Followers 448 Following Showcasing ASX microcaps | Helping ASX microcap companies share their story & giving investors direct access to corporate management teams.
Cameron Murray @DrCameronMurray
20K Followers 2K Following Chief Economist at Fresh Economic Thinking. Corruption and property market specialist. https://t.co/1OlURWYGXL
Joe Kunkle @OptionsHawk
113K Followers 880 Following Founder and CEO of OptionsHawk. Creator & Moderator of the Trading Hub, the Best Live Market Coverage **Not Investment Advice*** https://t.co/Qat4Ms2tCc
Greg Canavan @gcanavan2
1K Followers 661 Following Editorial Director at Fat Tail IR. Managing the (concentrated)‘Permanent Capital Portfolio’. Focusing on out of favour companies and investor psychology.
Owen Rask 🇦🇺 @1OwenRask
195 Followers 3K Following You can follow me for investing & business. Founded @raskaustralia. Podcast host & Chief Investment Officer. Free investor manual: https://t.co/MobDzrsOsW
Peter Phan @peterphan88
437 Followers 250 Following Investment Manager at Castlereagh Equity. Life Sciences and Technology. Always Learning.
Mark Steele @MRKSTL
185 Followers 279 Following Farmer - Cropping, Prime Lambs & Hay in SW Victoria.
Loftus Peak @loftuspeak
100 Followers 24 Following Founded in 2014, Loftus Peak is a global fund manager with a focus on investment in listed disruptive businesses. #disruption
Beverly Gage @beverlygage
6K Followers 489 Following Historian at Yale; biography of J. Hoover Edgar--G-Man: J. Edgar Hoover and the Making of the American Century--due out from Viking on Nov. 22, 2022
US Small Cap Investor @stocks102
5K Followers 95 Following Ex-Blackrock fund mgr. US small caps. Join my free substack: https://t.co/Om4cDld4zG. None of this is intended as investment advice.
Mark Dacombe @DacombeMark
50 Followers 82 Following Aequitas Investment Partners, distribution and client service, +25 years experience, Australian equity & multi asset portfolio management
Clark Square Capital @ClarkSquareCap
30K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Antarctic Circle Capi... @antarcticapital
3K Followers 227 Following Betting on Autonomy || LiDAR, radar, ride-hailing || TOP position $INVZ
Graham Hand @GrahamHand1
76 Followers 185 Following
Nathan Clark @nathanclark_
1K Followers 1K Following I may or may not have used an LLM, but I wrote that em dash myself.
Harry Konstantinou @Harry_is_me
98 Followers 115 Following I am Harry Konstantinou.... obviously....
Evan Tindell @evantindell
11K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
National Marine Manuf... @therealnmma
13K Followers 4K Following National Marine Manufacturers Association | Industry updates from the nation’s leading trade assoc representing boat, marine engine and accessory manufacturers.
Psyop Capital @psyopcapital
5K Followers 2K Following
Rachel Waterhouse @rwaterhouseaus
540 Followers 1K Following CEO, Australian Shareholders’ Association @AustSharesAssoc #investment #retailshareholders #governance
George Hadjia @GHadjia
10K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Value Downunder @DownunderValue
7K Followers 645 Following Part-time researcher and analyst. Value orientated. ASX focused. Turning over unusual stones. I do regular deep dives (see my pinned tweet) and company updates.
Sam Chandler @nitro_sam
1K Followers 1K Following Now: Investing at Laneway Ventures. Was: Founder & CEO of @nitrohq. Led to IPO & A$561 million acquisition. Former EY Emerging Entrepreneur of the Year.
Rhiannon Hoyle @RhiannonHoyle
4K Followers 3K Following Reporter for The Wall Street Journal in Australia. Focus on mining. [email protected]. DM for Signal.
John Keysbrough @kapital_koala
49 Followers 286 Following
Ian Bezek @irbezek
19K Followers 2K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Andrew Walker @AndrewRangeley
36K Followers 826 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Keti Tsatsalashvili @keti_chess
14K Followers 417 Following Woman Grandmaster, former World youth #chess champion 🏆 #Georgian 🇬🇪 living in #poland 🇵🇱 Twitch partner
George @NoonSixCap
18K Followers 687 Following Personal account (Move West, hockey, dad, dog, and Buffet twtr) — not much else. Investment stuff @UpslopeCapital.
Amy Donaldson @amy_donaldson
771 Followers 2K Following Producer at ABC TV Four Corners. Email: [email protected]. Views are my own
Compound248 💰 @compound248
60K Followers 781 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Mike Simonsen 🐉 @mikesimonsen
39K Followers 893 Following I help people understand the housing market. Now: Chief Economist at Compass. Prev: founder CEO, Altos Research (aqc by HW Media)
Tuney @celtic_worrier
89 Followers 746 Following Retail value investor / Physician / Living in Australia
Victorian Department ... @VicGovDH
294K Followers 660 Following Working together to achieve the best health and wellbeing of Victorians. Read our community guidelines before posting - https://t.co/vDHc2EzhJO
Matt Dellit @mattdellit
214 Followers 207 Following
Jamila Gordon @Jamila_Gordon
632 Followers 112 Following CEO & Founder Lumachain a SaaS platform that traces the origin, location and condition of items from farm to fork. ex-Qantas & CIMIC Group CIO.
Raymond Jang @rjang_
706 Followers 184 Following Refining my coffee can portfolio. Prefer small caps that grow into large caps…
Saloni @salonium
32K Followers 2K Following Co-founder & editor @WorksInProgMag. Writer, Scientific Discovery. Podcaster, Hard Drugs. Advisor, @open_phil. // Prev @OurWorldInData. 🏳️🌈
Gaston Amoros @gaston_amoros
53 Followers 508 Following
Alex Hughes @ASX8thWonder
2K Followers 638 Following
Mike Higgins @mph1604
307 Followers 1K Following Portfolio Manager at Milford Asset Management - Frankston born, Canberra raised, Sydney now - Engineer - Giants foundation member.
James Marlay @Jimmy_Marlay
947 Followers 115 Following Co Founder of Livewire Markets. Tweets on financial markets with an occasional outburst on the cricket.
💲 Money Lobster �... @MoneyLobster
2K Followers 6K Following Frugal creative thinking Mainer looking for deals in life and in the stock market. Always networking and promoting #MAINE #TheGoGiver Not Financial Advice DYOR
Chris Hughes @Therealhughes
1K Followers 1K Following I invest in things, sometimes those investments do well, sometimes they don't. Learning to achieve more of the former is where I enjoy spending my time.Trends for United States
5.204 posts
32,4 B posts
31,2 B posts
53,1 B posts
214 B posts
13,3 B posts
2.499 posts
20,2 B posts
127 B posts
36,4 B posts
11 B posts
3.253 posts
8.280 posts
7.077 posts
2.518 posts
7.041 posts
75,5 B posts
8.441 posts
You might like
Livewire Markets
@LivewireMarkets
10K Followers
DMX Asset Management
@DMXAsset
4K Followers
Rask
@RaskAustralia
6K Followers
Strawman
@strawmaninvest
7K Followers
Andrew Brown Dynastic...
@abroninvestor
7K Followers
Joshua Baker
@DznBkr
4K Followers
Gareth Brown
@forager_gareth
3K Followers
Roger Montgomery
@rjmontgomery
14K Followers
NaosAssetManagement
@NaosAssetMgmt
2K Followers
Wilson Asset Manageme...
@WilsonAssetMgmt
3K Followers
Socially distant Greg...
@GregHoffman15
2K Followers
Owen Rask 🇦🇺
@OwenRask
12K Followers
Luke Winchester
@lukewinchester9
6K Followers
Interstellar Capital
@Fabregasto
2K Followers
Fred Woollard
@FredWoollard
4K Followers