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 Mar 29, 2021
Monday Mar 29, 2021
As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers, Alison Savas and Andrew Gibson, discuss what has become a case of unwarranted multiple dispersion and a major pragmatic value investing opportunity.
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