Stocks Neat
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
Latest Episodes
Are Software Stocks Staging a Resurgence?
Not long ago, market commentators declared the death of software-as-a-service (SaaS). The rise of generative AI sparked widespread anxiety that traditional software incumbents would be disrupted overnight by AI-native competitors or users writi...
Judgment Day for SaaS? A Forager's Perspective on the AI Sell-Off
Has AI brought Judgment Day for SaaS, or just created a new hunting ground for investors willing to be selective? In this episode of Stocks Neat, Steve Johnson and Gareth Brown explore the sell-off across global software, t...
Special Episode | MA Financial’s Julian Biggins on Building an Enduring Business
Built to LastFrom navigating market cycles to building a more resilient financial firm, MA Financial co-CEO Julian Biggins joins Steve Johnson for a special episode of Stocks Neat.Julian reflects on what makes businesses ...
The Business of Booze: Can “Zero” Be Diageo's Comeback Story?
Episode 40: The Business of Booze: Can “Zero” Be Diageo's Comeback Story? Alcohol has long been seen as a reliable, cash-generative industry. But in this episode of Stocks Neat, Steve Johnson and Gareth Brown exp...
Special Episode | GDG's Grant Hackett on Purpose, Pressure and Leadership
High Performance In and Out of the PoolFrom Olympic gold to the ASX 200, Generation Development CEO Grant Hackett joins Steve Johnson for a special episode of Stocks Neat.They discuss Grant’s journey ...