Good Value | Pragmatic Value Investing
Antipodes Partners
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AI at an inflection point, but has the US mega cap tech sell-off got further to go?
25 minutes
Posted Mar 30, 2025 at 5:27 am.
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Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.
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