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Podcast: Good Value
Episode:

Finding value in big tech
Category: Business
Duration: 00:33:49
Publish Date: 2021-08-23 09:54:26
Description:

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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