In the latest episode of Stocks Neat, Steve Johnson is joined by Senior Analyst Chloe Stokes as they delve into the topic of market short-termism. They discuss notable examples of corporate blunders, including the struggles of Walt Disney and the potential threat of ChatGPT (an AI-driven natural language processing tool that has grown in popularity recently) to Google. Co-Portfolio manager of the Forager International Fund, Harvey Migotti, also brings to the table a past corporate blunder that he analysed several years ago.
To wrap up the episode, Chloe reflects on her five years at Forager, sharing her greatest investment success, biggest mistake, and most valuable lesson.
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