Good Value | Pragmatic Value Investing
Business:Investing
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell.
They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL).
Key times:
*Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.
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
The tech behind big tech - why semiconductors are like shovels in a gold rush
Why investors can't ignore decarbonisation
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