In the most recent episode of The Australian Investors Podcast, Collins St Value Fund co-founder and portfolio manager Michael Goldberg joined Owen Rask for a talk about value investing, being contrarian, backing yourself and knowing when not to.
During the ASX reporting season, this episode is a good chance to step back and think about your investment process, long-term strategy and portfolio construction — and learn from an expert.
You can watch the full episode of the interview on our YouTube channel, or you can watch it here, or listen to it on your favourite app like iTunes, Spotify, Castbox or Google.
Companies discussed: