Peters MacGregor Global Investing Podcast
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Insights on India - one of the fastest growing economies in the world
In this episode, Wayne Peters discusses the various dynamic features of the Indian market with Kunal Vora, White Whale partners. The case for investing in India is presented alongside discussion around the risks and challenges investors need to be aware of.
Facebook - A Value Investor's Top Pick? It's Not Fake News
Join Trevor Scott, Investment Analyst, and Chloe Peters, Senior Executive of Distribution, as they discuss Facebook and Social Media. Topics covered include: - An update on our current thesis. - The reason Facebook shares fell 20% after earnings. - Why Facebook fits in a value manager's portfolio. - The major risk to Facebook shares. To subscribe or listen to our episodes on your iPhone or iOS device: Open the Podcasts app then tap Search Search for ‘Peters MacGregor’ episodes or subscribe...
In this podcast Owen Raszkiewicz managing director of the Rask group interviews Wayne Peters, Chief Investment Officer. Wayne describes the journey he undertook 30 years ago and the key investment lessons learnt along the way.
Five Global opportunities right now
Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they discuss a range of opportunities spanning the globe that investors can potentially profit from. Topics covered include: - Charter Communications - Liberty Latin America - JD.com - Discovery Communications - Naspers
How to profit from holding companies
In this episode Nathan Bell talks about the tricks & traps investors need to be aware of when owning holding companies. He then talks about the holding company Naspers and how you can profit from its greatest bet in technology.
Finding value in IPOs and Spinoffs
Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Topics covered include: - What are IPOs and spinoffs - What to look for in IPOs and spinoffs - '3-year' rule for IPOs - Spinoff examples; DuPont spinoff of The Chemours Company and Liberty Global spinoff of Liberty Latin America (LILA) - IPO examples; Dick Smith and Tencent
Find the future, don’t become toast
Speaking to the Nest Egg podcast team, CIO Wayne Peters said his experience of helming, and later selling Kodak Express was an example of the power of technology and the importance of sustainable investment decisions. Explaining that he sold the Kodak Express chain in 1989 with the arrival of Canon’s first digital camera, he said when he first saw the digital camera, he realised it would not be too good for the Kodak business. “I sold the chain, and interestingly, two years later, Bill Gates...
The Facebook episode
In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull case for Facebook following the Cambridge Analytica data leak scandal. Disclosure: Peters MacGregor Capital Management Limited does not hold a financial interest in Facebook through various mandates where it acts as investment manager. Trevor Scott holds a financial interest in Facebook.
Profiting from the global rise of internet usage
In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content, these internet providers are playing an even greater role in society and in our portfolio. Stocks discussed include Telstra, Charter Communications, Comcast, Verizon,...
Will JD.com dethrone Amazon?
In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US rivals Google, Facebook and Amazon.
How to navigate the volatile market
In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market movements. Recorded 15 February 2018.