Growing internet usage and a mispriced situation
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 acquire Time Warner Cable to become the second largest cable company in the US. Read more: (VIEW LINK)
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.