Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management. https://petersmacgregor.com
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Insights on India - one of the fastest growing economies in the world
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23:33
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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.By Peters MacGregor Capital Management
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Facebook - A Value Investor's Top Pick? It's Not Fake News
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19:38
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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 lis…
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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.By Peters MacGregor Capital Management
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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- NaspersBy Peters MacGregor Capital Management
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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.By Peters MacGregor Capital Management
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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 spi…
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