Claude Walker and Owen Raskiewicz 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; MyDeal.com.au , no position; Nanosonics, held; Okta, no position; Corum Group, held; Urbanise.com, 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!

This post is not financial advice, and you should click here to read our detailed disclaimer.