Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More
With the bull market entering its tenth year and interest rates increasing, what’s worked so well since the GFC, including buying high growth stocks, defensive businesses and high yielding stocks, is unlikely to work well through the cycle’s next phase. 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
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
Regular readers of Livewire will have been following our feature on ‘value investing’. What we’ve learned is that while labels may be dispensable, having robust and repeatable processes are essential disciplines for successful investing. Of the five fund managers we’ve approached in this series, each has had a defined set... Show More
If you able to find a stock in this market that appears cheap, perhaps the attractive valuation is due to market inefficiency, and you have unearthed genuine value … or perhaps there are negative fundamental factors or industry dynamics at play. A ‘value trap’ is when you believe the former,... Show More