Interview with
Still on the theme of "Things that don't waste your time"
Steve Johnson of Forager Funds Management is one of the best performing investment managers in recent times. You could do a lot worse than mirroring his portfolio.
His take on research is very interesting. He has no problems finding investment opportunities and his research which runs to 45 pages and takes 7 days, is about finding reasons why he should not invest. All great stuff! Link below
https://youtu.be/IjS7v7JPyKQ
Steve Johnson of Forager Funds Management is one of the best performing investment managers in recent times. You could do a lot worse than mirroring his portfolio.
His take on research is very interesting. He has no problems finding investment opportunities and his research which runs to 45 pages and takes 7 days, is about finding reasons why he should not invest. All great stuff! Link below
https://youtu.be/IjS7v7JPyKQ
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