Morgans Conversations Podcast: Alex Waislitz, Thorney Investments

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Chris Titley
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By Chris Titley
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16 June 2020, 5:43 PM

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.

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Morgans Conversations is a collection of short interviews with company executives from firms listed on the ASX. Click on the 'Podcast' tag in the menu to the right to listen to the most recent interviews. Please contact your nearest Morgans office for more information.

Disclaimer: Adviser owns shares in the following mentioned company: TEK. The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

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