Forager’s Steve Johnson: the COVID recovery & Uber

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) All show notes & resources: https://bit.ly/2BtPNZ2 The information in this podcast 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) before making a decision to acquire a 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. Learn more about your ad choices. Visit megaphone.fm/adchoices