Antipodes Partners
@AntipodesInvest
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We are pragmatic value investors who specialise in global shares. We offer long only and long-short managed funds.
Sydney & London
Joined March 2015
#Trump vs #Harris - What are the #USElection2024 implications for #stockmarkets? A discussion with @asr_london now on our podcast. Listen on Apple, Spotify or Podbean (search 'Good Value by Antipodes'). https://t.co/XSMRYyK510
open.spotify.com
Good Value | Pragmatic Value Investing · Episode
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In our latest podcast episode we discuss 2 key stock market sectors – tech and commodities – as the market tilts towards the higher for longer interest rate scenario. Listen on Spotify below, or search "Good Value by Antipodes" on any other platform.
open.spotify.com
Good Value | Pragmatic Value Investing · Episode
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In a new article for @FirstlinksAus, Antipodes portfolio manager, Vihari Ross examines 3 under-the-radar investment opportunities.
firstlinks.com.au
The Magnificent Seven are hogging the headlines, yet there are plenty of growth opportunities elsewhere, at a fraction of the cost. Here are three stock ideas riding key areas of structural and...
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Video | Vihari Ross discusses how our team aims to identify mis-priced investment opportunities in global equity markets, and provides an overview of three key holdings in our portfolios – $ASAI3, $ORCL, and $SGO.
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French-listed building materials manufacturer @saintgobain develops & manufactures the building materials of the future. Over 70% of its revenue is linked to sustainability. Saint-Gobain’s CEO, Benoit Bazin is the guest on our latest podcast episode.
antipodes.com
When you think of technology and innovation in stock markets, it's likely software and internet-based businesses, or semiconductor companies, come to mind.
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In @FinancialReview's ESG special report this week, Graham Hay (portfolio manager - hardware, industrials and commodities), explains why we think #Toyota is an under-appreciated energy transition play.
afr.com
Stock pickers and research chiefs are scouring sharemarkets for companies positioned to win from an investment super-trend that is accelerating.
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Thanks to @podbampodcasts for listing our investment team’s monthly podcast amongst its top #valueinvesting #podcasts list. https://t.co/qJt0bmAibK
podbam.com
Check out these value investing podcasts if you want to master the art of fundamental analysis, stock market valuations, and investing with a contrarian mindset.
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A “vanishingly small” chance of the US avoiding recession | Hear @IanRHarnett and @asr_london’s most recent #macro observations on our latest podcast episode. https://t.co/PAFpaZMRu6
podcasts.apple.com
Podcast Episode · Good Value | Pragmatic Value Investing · 13/07/2023 · 34m
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In the @FT from our investment director, Alison Savas: “We agree Nvidia is a great business, but as a value investor we can’t make that multiple work.” $NVDA $AAPL $AMZN https://t.co/S5PswvkIrH
ft.com
Wall Street exposure at lowest level in more than a decade as some companies look overvalued
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In our latest podcast episode: - What happened to the #China stock market resurgence? - Why we think investors must maintain exposure to the world’s second-largest economy - 3 Chinese stocks to watch #stocks #investing #EmergingMarkets
https://t.co/1AGWXHh0ry
antipodes.com
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded.
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Is the growth trade back, or is this a trap? Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical? $MSFT $META $ORCL $AAPL $GOOGL #stocks #investing #NASDAQ
https://t.co/w3bMCWwsih
livewiremarkets.com
Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical?
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Fantastic to present at the annual #ValueInvestor Conference in London, where Jacob Mitchell discussed one of our team's best investment ideas - @Siemens_Energy If you missed the conference you can listen to our podcast with the CEO of Siemens Energy at https://t.co/4Lyzt3JBL1
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In the @FinancialReview, Jacob Mitchell outlines why we think Australian bank shareholders, especially those seeking yield, are in a vulnerable position. $ANZ $CBA $NAB $WBC
afr.com
While Australia’s banks are isolated from the problems US regionals face, the big four have unique vulnerabilities of their own and have rarely been more expensive.
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Don't bank on the pivot: 3 global stocks to navigate macro uncertainty $SAN $TTE #Midea #Fed #stocks @LivewireMarkets
https://t.co/2a2XEhHfbb
livewiremarkets.com
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities rose during the first three months of 2023. Index performance was saved by mega-cap tech as...
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You can also listen & subscribe to our podcast on Spotify, Apple and Google. Search 'Good Value'.
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In our latest podcast, hear unique perspectives from @Siemens_Energy CEO Christian Bruch on the challenges the world faces in the #NetZero transition & the enormity of the scale of investment required to meet 2030 targets. #decarbonization #stocks $ENR
antipodes.com
Our investment team to provide you sector-specific outlooks for 2023
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On @LivewireMarkets: The evolving gold market dynamics & why Newcrest is in demand. #goldprice $NCM https://t.co/XmUtwhawIZ
livewiremarkets.com
Gold and gold equities are viewed as a safe haven. As a result they typically exhibit a low correlation to global equities which is particularly true during drawdowns - so when markets go down, gold...
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The great earnings cycle divide, beware the bear market rally, examining the case for #gold, plus why $NCM is in demand. That’s all in our latest podcast episode with Alison Savas and Rameez Sadikot.
open.spotify.com
Good Value | Pragmatic Value Investing · Episode
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Jacob Mitchell discusses some our investment team's views on many of the key topics currently facing global equities investors. He also shares one of our best investment ideas for 2023 and beyond - @Siemens_Energy $ENR
afr.com
Antipodes’ Jacob Mitchell shares why he’s bullish on European equities, the world’s cheapest decarbonisation play, and shorting over-earning, payroll software companies.
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In our final podcast episode for the year, 4 members of our team discuss what watch in 2023 across key sectors. Stocks discussed include: TotalEnergies $TTE, Sanofi $SAN, Align $ALGN, Wuliangye Yibin, and UniCredit $UCG. Listen on all podcast platforms. https://t.co/gzV23xAEdh
open.spotify.com
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