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