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)
Owen’s full investor interview with Steve:
Connect with Steve on: