Value Opportunities in the Technology Space

Update: 2023-10-10

Description

Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor's perspective.

Comments

In Channel

Calming the Investor Brain – Managing Volatility and Uncertainty (audio version of the 5/15/25 webcast)

2025-08-0501:01:48

Emerging Markets: China & Beyond

2024-05-0913:06

Drilling Down: The Risks and Returns of Energy Investments

2024-04-3019:38

International Equity: Geographic and Sector Opportunities

2024-04-0912:26

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

2024-03-2815:02

The Investment Case for Small Cap Stocks

2024-02-0216:03

Emerging Markets: Asia and Technology

2023-12-0810:25

Inflation, Interest Rates, Technology, and Value

2023-11-1614:14

Value Opportunities in the Technology Space

2023-10-1013:33

Brandes Letter – June: Investing is a People Business

2023-09-0113:25

The Durability of the Pro-Value Cycle

2023-06-1518:28

Recent U.S. Bank Failures: Brandes' View

2023-05-1116:05

International Equity: Finding Value in Today's Environment

2023-05-1117:18

Inflation Trends and The Value Cycle

2022-12-1517:16

Recent Market Sell-Off and Potential Value Opportunities

2022-12-1514:47

Energy Sector Part 2 – Transition to Renewables

2022-06-2911:24

Energy Sector Part 1 – Where Brandes Sees Opportunities

2022-06-2914:17

Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D.

2022-06-1610:26

Brandes US Small Cap – Opportunities in Today's Market

2022-05-1112:47

How Stagflation Could Affect The Pro Value Cycle

2022-03-2308:41

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Value Opportunities in the Technology Space

Oliver Murray and Alex Yee

#box-pro-ellipsis-176498461684829{-webkit-line-clamp:2;}Value Opportunities in the Technology Space

Value Opportunities in the Technology Space

Oliver Murray and Alex Yee

Value Opportunities in the Technology Space