Good Value | Pragmatic Value Investing
Business:Investing
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.
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Australian banks vs US & European banks
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Investing in a higher for longer world: tech, commodities, or both?
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
State of play for EV stocks & the auto industry winners and losers
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
2024 sector-specific stock market ideas (and what to avoid)
A turning point for Brazilian stocks?
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
3 stock ideas in one of the world’s most undervalued markets
Quarterly Update: A stock market with no margin for error (Q2 2023)
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
3 Chinese stocks to watch amid the rocky recovery
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Life after SIVB and CS: Winners and losers in global financials
Dr Christian Bruch on the energy transition
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
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