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Peters MacGregor Global Investing Podcast

Business

Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management. https://petersmacgregor.com

Popular episodes

Insights on India - one of the fastest growing economies in the world

Oct 15 • 23:33

Facebook - A Value Investor's Top Pick? It's Not Fake News

Aug 17 • 19:38
Join Trevor Scott, Investment Analyst, and Chloe Peters, Senior Executive of Distribution, as they discuss Facebook and Social Media.

Topics covered include:
- An update on our current thesis.

- The reason Facebook shares fell 20% after earnings.

- Why Facebook fits in a value manager's portfolio.

- The major risk to Facebook shares.

To subscribe or listen to our episodes on yo...

Patience Pays

Jul 25 • 38:04

Five Global opportunities right now

Jun 26 • 26:24

How to profit from holding companies

May 28 • 12:06

Finding value in IPOs and Spinoffs

May 10 • 30:52
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.

Topics covered include:
- What are IPOs and spinoffs
- What to look for in IPOs and spinoffs
- '3-year' rule for IPOs
- Spinoff examples; DuPont spinoff of The Chemours Company and Liberty Global spinoff of Liberty Latin Ame...

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