Five years from now, these are the companies everyone will wish they owned Video

Five years ago, owning the right handful of global technology stocks could transform a portfolio. The challenge today is deciding whether the next five years will reward investors for sticking with those winners or looking somewhere else entirely. That was the question put to Antipodes Partners Portfolio Manager Vihari Ross and Ophir Asset Management Co-Founder and Senior Portfolio Manager Andrew Mitchell at Livewire Live. Both believe opportunities remain within AI. But neither thinks the answer is simply buying the companies dominating today's headlines. Ross is finding value further down the semiconductor supply chain, in businesses wrongly assumed to be AI casualties and in old-economy companies benefiting from powerful capital expenditure cycles. Mitchell, meanwhile, is looking for small and mid-cap companies where earnings, market share or structural advantages matter more than the prevailing narrative. When asked to nominate the companies investors could wish they owned five years from now, they produced very different answers: a semiconductor giant, a US senior-living operator, and a little-known software company followed by just one analyst. Time Codes

00:13 – Why look beyond Australia for growth? 02:20 – The advantages of investing globally 03:54 – Why global small caps offer a bigger opportunity set 06:11 – Revisiting Vihari’s Alphabet call 07:52 – The big questions occupying Ophir 09:21 – Where Antipodes sees value today 11:06 – Navigating market concentration and the AI trade 14:44 – Finding overlooked AI beneficiaries 19:23 – Opportunities beyond the AI boom 20:51 – Weir: Playing the mining capex cycle 22:23 – Ophir’s best performer: Silicon Motion 23:47 – Antipodes’ best performers 25:38 – Antipodes’ latest buys: Weir and Booking 27:20 – Ophir’s latest buy: APi Group 29:17 – Vihari’s stocks to own for the next five years 31:27 – Andrew’s five-year pick: Red Violet 32:46 – Why higher yields haven’t crushed US valuations 35:52 – Closing remarks

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