Good Value | Pragmatic Value Investing
Business:Investing
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.
RWE’s Michael Muller on Europe’s power crunch
Quarterly update: The time for a contrarian mindset (Q2 2022)
Seagate Technology : Uncovering value amid the Nasdaq bear market
Meta & the battle for digital advertising supremacy
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Energy and commodities: strengthening portfolios today, but what about the future?
Norsk Hydro: An aluminium giant for the new world
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
Europe‘s energy crisis
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
Uncovering ESG investing opportunities
Finding value in big tech
Quarterly update: Outlook for global equities (Q2 2021)
Antipodes' approach to investing in China
Challenging the inflation consensus
Quarterly update: The emergence of new market leaders (Q1 2021)
Tesla, Volkswagen and the race for EV domination
Why investors can't ignore decarbonisation
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast