Peters MacGregor Global Investing Podcast
Peters MacGregor Global Investing Podcast
Peters MacGregor Capital Management
Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management. https://petersmacgregor.com
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.
Oct 14, 2018
23 min
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 To subscribe or listen to our episodes on your Android device: Open your favourite Podcast app (such as SoundCloud) Search for ‘Peters MacGregor’
Aug 16, 2018
19 min
Patience Pays
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.
Jul 24, 2018
38 min
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
Jun 25, 2018
26 min
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.
May 27, 2018
12 min
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
May 9, 2018
30 min