Forager’s Steve Johnson: the COVID recovery & Uber


iTunes | Spotify | Castbox | YouTube 

On this episode:

Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis  and value investing generally. 

Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including: 

  • Wizz Air Holdings (LON: WIZZ) – 10:00 min (audio version)
  • Tourism Holdings Limited (NZX: THL) – 11:00 min (audio version)
  • Uber Technologies (NASDAQ: UBER) – 13:00 min (audio version)

Resources:

Owen’s full investor interview with Steve:

Forager videos:

Forager blog

Connect with Steve on:

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