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Peters MacGregor Global Investing Podcast

By Peters MacGregor Capital Management

Business
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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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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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Warning: This podcast has less than 10 episodes.

This means there isn't enough episodes to provide the top 10 episodes. Here's the rankings of the current episodes anyway, we recommend you to revisit when there's more episodes!

Top 10 Episode of Peters MacGregor Global Investing Podcast

Rank #1: Profiting from the global rise of internet usage

Mar 20 2018
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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, Telecom Italia and KT Corp.

Rank #2: Will JD.com dethrone Amazon?

Mar 06 2018
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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.

Rank #3: How to navigate the volatile market

Feb 20 2018
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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.

Rank #4: Five Global opportunities right now

Jun 26 2018
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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 - Naspers

Rank #5: How to profit from holding companies

May 28 2018
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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.

Rank #6: Finding value in IPOs and Spinoffs

May 10 2018
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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 spinoff of Liberty Latin America (LILA) - IPO examples; Dick Smith and Tencent

Rank #7: Find the future, don’t become toast

Apr 20 2018
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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 came out and said Kodak was toast… at that stage, Kodak was the second most valuable brand in the world. A very early lesson on how technology can change very quickly and impact values.” With this lesson in mind, Wayne provides: 1. Peters MacGregor’s three key portfolio themes 2. How he navigates the proven track record versus future dividend opportunity divide 3. And the European bank recovery story

Rank #8: The Facebook episode

Apr 09 2018
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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.