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Expert: Sorin Roibu – Alibaba and Baidu to beat Amazon and Google!?

Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund (https://www.franklintempleton.com.au/.... Sorin has more than 20 years experience in the finance industry and in today’s episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund. In a wide ranging conversation, we unpack: Why value investing is one of the most overused terms in investing circles How Brandywine Global looks for multiple ways to win in an investment Why Sorin is underweight the Magnificent 7 mega-cap tech stocks China’s unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here What is going on at Boeing and the airline industry more generally 0:00 - Introduction 2:22 - What is True Value Investing? 4:04 - Adaptive Value Investing Approach Explained 6:17 - Real-World Examples of Value Investing 11:13 - Australian vs Global Interest Rates 13:32 - Finding Multiple Ways to Win in Investing 18:05 - Why This Investor is Underweight on US Tech Stocks 21:13 - US Macro Situation and Its Impact on Tech 24:43 - Globally Diversified Portfolio: Underweight on US 29:42 - Insights on the Airline Industry and Investments 33:06 - Valuation of the Brandywine Portfolio ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... Ask us a question: https://equitymates.com/get-in-touch/ Join the conversation in the Facebook Discussion Group   / equitymates   Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.