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Finding value in big tech
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)
View all episodes
By Antipodes Partners
5
11 ratings
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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