The tech behind big tech - why semiconductors are like shovels in a gold rush

Good Value | Pragmatic Value Investing
24/02/2021 19 min Episodio 5
The tech behind big tech - why semiconductors are like shovels in a gold rush

Listen "The tech behind big tech - why semiconductors are like shovels in a gold rush"

Descargar episodio Ver en sitio original

Episode Synopsis

Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and Graham Hay discuss Antipodes' key semiconductor holdings; Taiwan Semiconductor Manufacturing Company and Samsung.

More episodes of the podcast Good Value | Pragmatic Value Investing

5 Antipodes sector specialists on the stocks and key trends to watch in 2026 18/12/2025
Opportunities in global small and mid-cap companies 02/12/2025
Antipodes Magnified | Q3 2025 Market Update (Audio Version) 31/10/2025
Two-speed America: fiscal tailwinds, AI boom and market implications 30/10/2025
Ian Harnett: A period of transition for global equities? 02/10/2025
The active vs passive investing debate (and how should your kids invest?) 28/08/2025
Antipodes Magnified | Q2 2025 Market Update (Audio Version) 01/08/2025
Why the macro could be getting riskier for stock market investors 24/07/2025
The market's best kept secret? Investing in global small and mid caps (SMIDs) 26/06/2025
China Market Lens: Stocks and Sectors to Watch 29/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA