Claude Walker and Owen Raszkiewicz Podcast On Assessing Management

Recently, I had an enjoyable conversation with Owen Raskiewicz about the various different things I look at when I’m considering the nature and quality of ASX small cap management teams.

By way of examples (both positive and negative) we discussed OneView Health, no position; Pro Medicus, held; , no position; Nanosonics, held; Okta, no position; Corum Group, held;, held, and Monash Health, no position.

You can listen below.

The discussion above is a bit different from many of the other Australian Investors Podcast episodes, because its more of a two way discussion about “how to analyse management”, than an interview. Previously, I did an interview on the Australian Investors Podcast back in November 2019. If you missed that one, you can listen below!

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