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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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General Financial Advice warning

The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

“Rask Invest” is considered a financial product and has a Product Disclosure Statement (PDS) and Target Market Determination (TMD), issued by InvestSMART. These documents can be accessed on the Rask Invest website. Please seek professional advice before making any investment decision with respect to Rask Invest. 

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Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.