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
Wednesday Jun 01, 2022
Wednesday Jun 01, 2022
Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is positioned following the recent fall in its stock price.
Key discussion points include:
- 4:00: Overview of how online advertise works today.
- 7:30: The digital advertising landscape and why digital advertising as a percentage of GDP is expected to grow.
- 10:50: The rise of Tik Tok
- 12:00: Meta's advertising technology and why it’s seen as being superior
- 21:10: How Facebook is moving to maintain user engagement
- 28.30: Can Instagram become the world’s biggest fashion retailer?
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