Antipodes Partners

ASX welcomes Antipodes Global SMID Active ETF. Congrats @AntipodesInvest on MIDS being admitted to ASX! We wish you well for the future. bit.ly/3LrW0Jb #ASXBell

#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'). open.spotify.com/episode/5HDWK6…

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/episode/3D8rer…

In a new article for @FirstlinksAus, Antipodes portfolio manager, Vihari Ross examines 3 under-the-radar investment opportunities. firstlinks.com.au/3-under-radar-…

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. antipodes.com/blog/vihari-ro…

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/blog/building-…

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/wealth/investi…

Thanks to @podbampodcasts for listing our investment team’s monthly podcast amongst its top #valueinvesting #podcasts list. podbam.com/value-investin…

A “vanishingly small” chance of the US avoiding recession | Hear @IanRHarnett and @asr_london’s most recent #macro observations on our latest podcast episode. podcasts.apple.com/au/podcast/goo…

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 ft.com/content/598cf1…

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 antipodes.com/blog/examining…

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 livewiremarkets.com/wires/is-growt…

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 antipodes.com/blog/siemens-e…

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/markets/equity…

Don't bank on the pivot: 3 global stocks to navigate macro uncertainty $SAN $TTE #Midea #Fed #stocks @LivewireMarkets livewiremarkets.com/wires/don-t-ba…

You can also listen & subscribe to our podcast on Spotify, Apple and Google. Search 'Good Value'.

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/blog/siemens-e…

On @LivewireMarkets: The evolving gold market dynamics & why Newcrest is in demand. #goldprice $NCM livewiremarkets.com/wires/the-evol…

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/episode/3G2VB2…

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/markets/equity…