A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
Episodes
Monday Aug 23, 2021
Monday Aug 23, 2021
Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world.
1.12: Why a pragmatic approach to value investing is required in a new world of disruption
2.36: Microsoft
8.10: Facebook
16.00: Oracle Corporation
21:50 Amazon, Tesco and the new retail landscape
29:40: Growth taps (Zoom Video Communications)
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