Lahari Ross
Person
Lahari Ross is a guest from Antipodes Partners.
What Lahari Ross has said on podcasts
23 statements
Downside protection improves long-term compounding returns.
“protecting on the downside is actually a good way to actually compound your money”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 5:54
Market mispricing occurs continuously across markets.
“mispricing happens all the time, like every day, every year”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 13:20
PayPal was overvalued at 60 times earnings during the 2022 growth drawdown.
“PayPal's a good example. At that time it was trading at 60 times”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 16:55
Current market indexes carry elevated risk from concentration.
“the index is risky”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 18:24
The AI Big Ten represents approximately 40% of the benchmark.
“the AI Big Ten is like 40% of the bench now”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 18:36
US equities trade above their historical valuation levels.
“the US as a market is trading at a premium relative to its own history”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 19:57
Value, smaller companies, European emerging markets, and hyperscalers trade below historical valuations.
“value, also smaller and mid-sized companies, also emerging markets in Europe, and also hyperscalers are trading at a discount to their history”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 20:38
Demand determines hyperscaler capital expenditure and its returns.
“demand will drive CapEx and that'll also drive ROI as well”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 22:55
AWS and Azure are growing rapidly, at 37% and above 40%, respectively.
“AWS is now growing, like last result, it's growing at 37%. Azure is growing over 40%”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 24:59
More than half the market is linked to the AI thematic.
“you've actually got more than 50% of the market linked to this idea”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 27:01
The US share of world markets has risen from 40% to nearly 70%.
“the US was 40% of world markets. And now it's almost 70”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 27:42
- on Taiwan Semiconductor Manufacturing Company Limited (TSMC)PositiveAug 28, 2026· The Rules of Investing
TSMC remains technologically leading and difficult for competitors to replicate.
“it remains, you know, at the leading edge in terms of the, the technology, you know, cannot be replicated by an alternative provider”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 33:40
Memory-chip stocks benefited from a sudden supply shortage.
“the memory stocks because suddenly there's a supply shortage”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 34:55
Memory-chip companies were valued at peak margins and valuation multiples.
“they were trading on essentially they've got their peak margins, peak multiples, peak EV-to-sales multiples”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 35:46
Instacart’s network and logistics business cannot be eliminated by vibe coding.
“that's not going to be vibe-coded away”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 39:37
Salesforce has strong existing-customer adoption of its AI products.
“they've had really strong take-up from existing customers on their own AI deployments”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 41:28
Developed-market energy demand has shifted from decline to growth.
“Now we're at this point where energy demand's going up”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 44:56
Long-term power agreements stabilize some energy companies’ potential earnings.
“you're actually getting this, you know, incredible stability to the potential earnings profile for some of these companies”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 49:47
After 2000, markets broadened and continued rising over approximately 15 years.
“markets broadened, markets kept going up actually for that 15 years”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 55:18
Index-level concentration creates risk while broader markets offer opportunities.
“there's risk here at the index level, but there's opportunity more broadly”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 55:34
Brookdale Senior Living is attractively timed for purchase after a recent selloff.
“Brookdale Senior Living. It's a senior housing business. It's actually sold off a bit recently, so it's a good time to buy it.”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 57:45
The United States has a severe shortage of senior housing.
“senior housing is in an enormous shortage in the US”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 58:14
Brookdale trades at a large discount to Welltower and Ventas.
“this is trading at a big discount to those two as well”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 59:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
