Finding value in big tech

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)