Liberty Broadband

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

Where has the growth gone? You have to know where to look

Nathan Bell

Investors with a portfolio of top-20 Australian stocks have recently been asking where the growth has gone. Looking at global GDP figures you’d be forgiven for thinking that there isn’t any growth anywhere. At least not that’s available at an attractive price, given the current high valuations for stocks offering... Show More

A Look at John Malone, the Cable Industry & Charter Communications

Peters MacGregor Capital Management

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

Value and growth attached at the hip

Peters MacGregor Capital Management

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

Liberty Broadband broadcasts great news

Peters MacGregor Capital Management

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

Growing internet usage and a mispriced situation

Peters MacGregor Capital Management

Predicting changes in macroeconomic variables consistently is impossible, so we prefer to bet on trends that will persist regardless of the macroeconomic environment. One such trend is growing internet usage. Liberty Broadband potentially offers a unique way to hold Charter Communications, which we believe will soon receive regulatory approval to... Show More