Peters Macgregor Global Investing Podcast
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 2:30:37
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Sinopsis
Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management.https://petersmacgregor.com
Episodios
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Insights on India - one of the fastest growing economies in the world
15/10/2018 Duración: 23minIn 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.
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Facebook - A Value Investor's Top Pick? It's Not Fake News
17/08/2018 Duración: 19minJoin 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’
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Patience Pays
25/07/2018 Duración: 38minIn 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.
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Five Global opportunities right now
26/06/2018 Duración: 26minJoin 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
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How to profit from holding companies
28/05/2018 Duración: 12minIn 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.
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Finding value in IPOs and Spinoffs
10/05/2018 Duración: 30minJoin 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