ONLINE RETAIL

Founded in Paris in 1909, L’Oreal is the world’s largest beauty company. Don’t let its age fool you – L’Oreal is a force to be reckoned with in e-commerce, where it’s...

An onslaught of panic-selling has been brought on by the COVID-19 pandemic, followed by an aggressive recovery that was predominantly led by technology-focused...

Spurred on by friendly government policies and generous tax concessions, the property sector is a perennial favourite of investors. But outside of buying houses and...

Jumia Technology (NYSE:JMIA) is Africa’s e-commerce platform. The 11 countries Jumia currently operates in represent more than 600 million people and about 70% of...

We participated in the PFT.AU IPO ($PFT), and have accumulated more on market following the June Quarterly update in late July. Certainly, small to medium caps that...

The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that...

A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20...

Few companies are as feared as Amazon (Nasdaq:AMZN). And for good reason. Amazon has grown revenue at an average rate of 28% per year over the past ten years. Earnings...

One of the first things Steve asked me to do when I started at Forager was to identify my circle of competence. Five minutes in a room full of value investors and I...

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping...

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the...

In general, we look for cheap, ugly, obscure and otherwise ignored companies where a mis-pricing is likely to occur. AFY – a fast growing company with a consensus FY18...