Business · Markets · 2 hrs ago
Antipodes Portfolio Manager Sees Value Opportunity in Disney
Vihari Ross, a portfolio manager at Antipodes Partners, is betting on Disney as an investment.
She calls the company a “genuine value opportunity” despite concerns about AI and disruption.
Ross discussed her view on the sidelines of the Sohn Hearts & Minds conference in Queenstown, New Zealand.
The conference is where she shared her investment view, but no further details about her reasoning are given.
Her position reflects a belief that Disney offers value even as technology and other changes create uncertainty.
No next steps are specified.
Antipodes Partners portfolio manager Vihari Ross sees Disney as a genuine value opportunity.
Ross discussed her view amid AI and disruption.
She spoke on the sidelines of the Sohn Hearts & Minds conference.
The conference was held in Queenstown, New Zealand.
- Who
- Vihari Ross, a portfolio manager at Antipodes Partners.
- What
- She described Disney as a genuine value opportunity.
- When
- Not stated
- Where
- On the sidelines of the Sohn Hearts & Minds conference in Queenstown, New Zealand.
- Why
- Ross sees value in Disney amid AI and disruption.
This story does not have two clearly opposing sides.
This story does not have a timeline yet.
- Company
- Disney
- Portfolio manager
- Vihari Ross
- Firm
- Antipodes Partners
- Conference location
- Queenstown, New Zealand
What people are saying
genuine value opportunity