In the latest Morgans Conversations Podcast episode , Chris Titley chats to Alex Waislitz from Thorney Investments. Thorney run two listed portfolios – Thorney Tech (TEK) and Thorney Opportunities (TOP). Both of these are trading at a material discount to NTA.
Alex discusses how Thorney was positioned in March and the subsequent months and sharemarket recovery , his views on the overall economy and the sharemarket, the performance of some of their stocks such as Afterpay, Zip, Mesoblast as well what he thinks of the future of work and the advancement of technological trends.
Disclosure: Interviewer owns shares in TEK (Thorney Technologies)