Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten.
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Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Liberty LiLAC through various mandates where it acts as investment manager.
Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Our clients range from family offices and high net worth investors through to self-managed super funds and financial advisers.