global investing

Global investing: Is the grass really greener?

Livewire Exclusive

ABS data recently showed that global investing flows have overtaken those for local investing. With the ASX lagging global peers for the last decade, it’s not hard to see why. But is the grass really greener out there? And if so, what are the risks and where is the value?... Show More

Buy Hold Sell: 5 global disruptors – Facebook, Amazon, Tesla and more...

Buy Hold Sell

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most valuable companies has undergone significant change. You can blame it on technology, globalisation or even call it disruption, the reality is that companies... Show More

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Book Number 3 - Margin of Safety by Seth Klarman (Revised May 18)

Lachlan Hughes

Seth Klarman is widely recognised as one of the greatest value investors of all time. He is CEO and Portfolio Manager of the Baupost Group, a hedge fund managing over US$31 billion. His book, Margin of Safety is a value investors’ classic. Klarman practically explains the philosophy of value investing... Show More

Book Number 4 – The Most Important Thing by Howard Marks (Revised May 18)

Lachlan Hughes

Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find any step by step instruction. When it comes to investing, Marks believes there is no sure-fire recipe for success. This... Show More

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Book Number 7 – The Great Crash 1929 by John K. Galbraith (Revised May 18)

Lachlan Hughes

Originally published in 1955, The Great Crash 1929, provides a timeless reminder of the economic consequences of financial speculation, excess leverage, and herding. Many parallels can be drawn between The Great Crash of 1929 and the Global Financial Crisis of 2008. There are moments in this book where you may... Show More

Investment Update Webcast – March 2018

Peters MacGregor Capital Management

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

Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

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 – the Amazon of China

Peters MacGregor Capital Management

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

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Podcast: Will JD.com dethrone Amazon?

Peters MacGregor Capital Management

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