Orbis' Ben Preston on overcoming market concentration and the stocks still offering value
Extreme valuations and market concentration are throwing up great opportunities for investors savvy and brave enough to look beyond the obvious global names. Orbis' Ben Preston shares where they're still seeing value globally, including a way to play the AI trade while avoiding the crazy valuations. He also shares some timely advice on navigating current conditions and why investors need to prepare for all eventualities. Time codes 0:13 - Warning signs for stocks 0:54 - How market concentration creates opportunities 1:27 - How Orbis' global fund is positioned 2:23 - Stock analysis: SK Hynix 3:35 - Where are the other opportunities right now 4:39 - Advice for investors worried about current valuations 5:46 - How to diversify
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