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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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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.