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 and bear case for Facebook following the Cambridge Analytica data leak scandal. Show More

Commercial and residential real estate developments in the United States are probably not the first thing that comes to mind when you think about Hollywood and Hawaii. Show More

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio. Stocks discussed include: Discovery Communications, Charter Communications, Liberty Broadband, Liberty LiLAC, JD.com, Alibaba and more. Show More

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 around the... Show More

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

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... Show More

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More

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... Show More

Whether you have Foxtel or not, you’re bound to be familiar with some of Discovery Communications’ most popular TV shows, such as MythBusters, Bear Grylls’s Man v Wild, Deadliest Catch and Shark Week. Ok, maybe not, but these non-scripted reality TV shows, which are cheap to make, have long been... Show More

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India. Fairfax India provides investors exposure to high quality private and public businesses in India. Fairfax's key assets include Bangalore International Airport, IIFL Holdings, NCML and Sanmar Chemicals. Show More

In a famous speech on the psychology of human misjudgement, Charlie Munger, Vice-Chairman of Berkshire Hathaway, said ‘I think I’ve been in the top 5% of my age cohort all my life in understanding the power of incentives, and all my life I’ve underestimated it. And never a year passes... Show More

As a value manager, Nathan Bell from Peters MacGregor aims to buy a series of cashflows for less than they’re worth. So a technology stock trading on 37 times earnings may not scream ‘value’. However, when revenue is growing 50% year-on-year, the multiple can fall quite quickly, as he explains... Show More

Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten. Show More

The investment team takes a look into what makes US home builder NVR great. This company is the 4th largest home builder in the United States and focuses on first-time buyers on the East Coast. The success story of NVR really starts 25 years ago. Show More

At Peters MacGregor Capital Management we currently hold a number of John Malone’s Liberty cable companies and want to highlight Charter Communications and why think it’s a great company, in a great industry, with excellent oversight with John Malone as Chairman of Liberty Broadband. John Malone has a relatively low... Show More

Despite the common complaint that there’s too little growth, there are many companies and industries that are growing quickly. Outbound Asian (particularly Chinese) tourism is growing exponentially. Broadband usage is growing rapidly as we use more data for entertainment. Online flight and hotel bookings are also stealing market share from... Show More

Australia’s interest rates are at record lows to increase economic activity and produce a lower currency to stimulate exports as the resources boom peters out. The housing market has picked up the slack, but our consumer debt levels are now the highest in the world. Show More

As fund managers we’re often asked about our outlook for the macro-economic environment. It’s understandable. Everyone wants to avoid financial apocalypses like 2009, however as Chris Mittleman of Mittleman Brothers Investment Management says 'history has proved, opportunities for successful investment outcomes exist in even the most hostile macro environments imaginable.'... Show More

PayPal settles transactions in three ways: 1. Internal settlements (existing PayPal balance) – free, fast and with low fraud; 2. ACH (bank transfer) – cheap but slow; 3. Credit Cards – Very expensive and higher fraud. In contrast to Wall Street, which tends to focus on transaction and customer growth,... Show More

Increasing valuations due to low interest rates, rather than growth in economic value, has been the culprit in the S&P500, almost tripling since its low point in March 2009. Warren Buffett has said if interest rates remain low for many years then there’s plenty of room for the market to... Show More