Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world.

1.12: Why a pragmatic approach to value investing is required in a new world of disruption 

2.36: Microsoft

8.10: Facebook

16.00: Oracle Corporation

21:50 Amazon, Tesco and the new retail landscape

29:40: Growth taps (Zoom Video Communications)