Good Value | Pragmatic Value Investing

Good Value | Pragmatic Value Investing

Por: Antipodes Partners
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.
64 episodios disponibles

Latest episodes of the podcast Good Value | Pragmatic Value Investing

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Antipodes’ approach to shorting 11/10/2022
RWE’s Michael Muller on Europe’s power crunch 27/08/2022
Quarterly update: The time for a contrarian mindset (Q2 2022) 02/08/2022
Seagate Technology : Uncovering value amid the Nasdaq bear market 26/06/2022
Meta & the battle for digital advertising supremacy 01/06/2022
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022) 02/05/2022
Energy and commodities: strengthening portfolios today, but what about the future? 30/03/2022
Norsk Hydro: An aluminium giant for the new world 28/02/2022
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021) 01/02/2022
Omicron: Key considerations for investors & the investment case for two global healthcare stocks 13/12/2021
Europe‘s energy crisis 29/11/2021
Quarterly update: Inflation, energy & China‘s economy (Q3 2021) 27/10/2021
Uncovering ESG investing opportunities 20/09/2021
Finding value in big tech 23/08/2021
Quarterly update: Outlook for global equities (Q2 2021) 23/07/2021
Antipodes' approach to investing in China 22/06/2021
Challenging the inflation consensus 24/05/2021
Quarterly update: The emergence of new market leaders (Q1 2021) 27/04/2021
Tesla, Volkswagen and the race for EV domination 29/03/2021
The tech behind big tech - why semiconductors are like shovels in a gold rush 24/02/2021
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