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
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
It’s been two months since we first spoke about Liberty Broadband on Livewire https://www.livewiremarkets.com/wires/30965 and now with its share price is up nearly 40% since we purchased it during the rout in February. Charter Communications, the major investment for Liberty Broadband, has received approval to acquire Time Warner Cable, increasing... Show More
Only 30% of the world's 5.2 billion mobile users have smartphones - still plenty of room for growth. That is just one of the highlights from a comprehensive report just released by former Morgan Stanley managing director and analyst Mary Meeker. The report on internet trends in 2014 shows that... Show More
The K2 International team has, over the past 12 months, released notes on various 'key areas of interest' that help the team filter the broader investment universe into an investable portfolio. The following note discusses the way in which 'traditional' media is now being absorbed and the way in which... Show More
What would the world look like if countries were as big as their online populations? This map shows where the largest connected populations are and also where the greatest untapped potential is (i.e. where the lowest internet penetration levels are). There are two significant trends going on here: First, the... Show More
In the the 1800s the advent of the railway spawned a succession of stock market booms, could the Internet could prove just as potent at exciting similar crowd behaviour? According to Kerr Neilson of Platinum Asset Management we are just at the beginning of the journey when it comes to... Show More
Where will the next billion internet users come from? Mashable's Taylor Casti says globally there are 2.4 billion people are Internet users, a number that is expected to grow to 2.7 billion by the end of 2013. The majority of new users will start using the net via mobile devices,... Show More