From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
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Nội dung được cung cấp bởi Allan Gray. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Allan Gray hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Buoyed by the ongoing excitement around artificial intelligence, the so-called “magnificent seven” (Apple, Amazon, Google, Meta, MSFT, Nvidia and Tesla) have been able to count themselves among this year’s biggest winners. And it is easy to understand why: They are great businesses at the forefront of the latest tech developments, and they are expected to deliver exceptional growth. That said, history reminds us that it is exceptionally hard to exceed high expectations over the long term – particularly when they are already baked into a company’s share price.
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors. They also delve into some of their favourite global investment ideas. Orbis Global Equity: Value in a changing Japan · Local investment update: Balancing caution and optimism
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In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors. They also delve into some of their favourite global investment ideas. Orbis Global Equity: Value in a changing Japan · Local investment update: Balancing caution and optimism
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