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Good Value | Pragmatic Value Investing
Antipodes Partners
62 episodes
5 days ago
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
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Investing
Business,
News,
Business News
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All content for Good Value | Pragmatic Value Investing is the property of Antipodes Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Show more...
Investing
Business,
News,
Business News
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Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
Good Value | Pragmatic Value Investing
36 minutes 45 seconds
10 months ago
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of.   Key Times:   0:35 | Graham Hay - Hardware, Industrials & Commodities Portfolio Manager Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS) Sector to avoid: Large cap technology stocks 8:45 | Nick Cameron - Healthcare Portfolio Manager Stock to watch: Alcon AG (SWX: ALC) Sector to avoid: Small to mid-cap medical device companies 16:15 | Max Shramchenko - Infrastructure Portfolio Manager Stock to watch: RWE AG (ETR: RWE) Sector to avoid: Conventional power generating assets in US 23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager Stock to watch: Alphabet Inc (NASDAQ: GOOG) Sector to avoid: Large cap technology stocks (ex Alphabet) 28:30 | John Stavliotis - Emerging Markets Portfolio Manager Stock to watch: DiDi Global Inc. (ADR: DIDIY) Sector to avoid: Indian Mid cap Universe   More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.