Vihari Ross
PersonHeard in 2 episodes across 1 show since Aug 2026
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.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 1 |
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
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.
Episodes
2 episodes featuring Vihari Ross, newest first
