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Podcast: Good Value
Episode:

Tesla, Volkswagen and the race for EV domination

Category: Business
Duration: 00:22:45
Publish Date: 2021-03-29 03:35:17
Description:

As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers, Alison Savas and Andrew Gibson, discuss what has become a case of unwarranted multiple dispersion and a major pragmatic value investing opportunity. 

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