Good Value | Pragmatic Value Investing

Antipodes Partners is a Sydney-based global equities manager run by Jacob Mitchell, formerly of Platinum Asset Management, and the firm's house style is what they call pragmatic value, which means buying quality businesses trading at attractive multiples while staying alert to structural change. Good Value puts that philosophy on tape. Episodes feature Antipodes portfolio managers and sector analysts unpacking how they think about specific industries, where they currently see mispricing, and which long-running narratives the market has gotten wrong. Recent topics have included semiconductor cycles, European industrials, Chinese internet platforms, and the question of whether mega-cap tech still qualifies as value at current prices. What makes the show useful is that the analysts are not trying to sound smart for an audience of other professionals, they are trying to explain a framework clearly enough that a thoughtful retail investor can follow the reasoning and apply parts of it themselves. The Australian and global perspective is also a refreshing counterweight to the heavy US-centric tilt of most value investing media, with regular discussion of Asian and European names that rarely come up on American shows. Episodes run thirty to forty-five minutes and the release cadence is roughly twice monthly, which keeps the archive manageable for new listeners and easy to follow alongside the firm's published commentary.