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Podcast: Australian Investors Podcast
Episode: Forager’s Steve Johnson: the COVID recovery & Uber
Description: 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)- Tourism Holdings Limited (NZX: THL)- Uber Technologies (NASDAQ: UBER)<...