Finding value in big tech

Good Value | Pragmatic Value Investing
23/08/2021 33 min Episodio 11
Finding value in big tech

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Episode Synopsis

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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