Vihari Ross
Person
Vihari Ross is a portfolio manager at Antipodes Partners, where she is responsible for investment case review. She has invested in global equities for more than two decades and previously spent 15 years at Magellan.
What Vihari Ross has said on podcasts
6 statements
- on Taiwan Semiconductor Manufacturing Company Limited (TSMC)PositiveOct 2, 2026· The Rules of Investing
TSMC has strong earnings, margins, pricing power, and rapidly growing AI revenue.
“TSMC is a great business. It is growing its earnings at 40% per annum, just had another upgrade. It's exerting pricing power. It has 70% gross margins. It has AI revenues growing at 60%.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 29:25
TSMC would trade at 40 times earnings if it were not listed in Taiwan.
“If that was a business that wasn't listed in Taiwan, it would trade at 40 times.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 29:45
Brookdale Senior Living is suitable for long-term ownership.
“And the other one I'll plug is, which I have before, but I'll plug it again, which is Brookdale Senior Living.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 30:08
Florida’s over-80 population is growing 30% annually.
“People are aging. The number of over 80-year-olds in Florida is growing at 30% per annum.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 30:23
The US has a substantial shortage of senior housing.
“there is a huge undersupply of senior housing in the US.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 30:35
Brookdale’s earnings could quadruple as occupancy exceeds key thresholds.
“as occupancy goes up and moves through that 85% threshold, that 90% threshold, the earnings could quadruple of that stock.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 31:02
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.
2 episodes featuring Vihari Ross
The Rules of Investing
Managers look beyond crowded AI trades for global winners
The discussion tests whether durable earnings growth and competitive advantages can outperform the market’s most popular narratives.
Oct 2, 2026 · 36 min
The Rules of Investing
Value investors challenge AI-driven index concentration
The episode examines whether benchmark concentration and AI enthusiasm are obscuring mispriced opportunities—and risks—across the wider market.
Aug 28, 2026 · 60 min