Antipodes Partners' Alison Savas: Five mispriced opportunities

'Tomorrow’s winners'

clock • 4 min read

Global equities had a strong 2023. Performance for most of the year was driven by the a handful of the largest tech stocks.

However, the back end of the year saw an increase in breadth as the 2023 laggards began to rally and the question is whether we will see that broadening out continue in 2024. Four Graphs explaining silver Looking forward, investors should be focused on finding tomorrow's winners rather than welding to yesterday's success stories, as well as paying the right price for a company's business resilience and growth profile. We want to illustrate this approach by outlining five mispriced investment opportunities across various sectors and regions. Oracle Corp Starti...

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