Liberty Broadband

Nathan Bell

In part one of this three-part series, we explained how buying companies where management has their own wealth on the line can help you beat the market. In this article, part two, we’re going to analyse a current portfolio holding to show how you can trounce the market if you’re... Show More

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

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

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

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

Australian investors are no doubt familiar with the popularity of high-speed internet providers, with companies like Vocus and M2 Group enjoying a big run-up in share prices over recent years. Nathan Bell, Head of Research at Peters MacGregor, thinks this is a theme that is playing out globally. They recently... Show More