Good Value | Pragmatic Value Investing
Business:Investing
German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time working towards ambitious decarbonisation targets.
In this episode, Alison Savas, talks to RWE's Chief Financial Officer, Michael Muller on the energy crisis, decarbonisation and RWE's operations.
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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