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

In this episode, Wayne Peters discusses the various dynamic features of the Indian market with Kunal Vora, White Whale partners. The case for investing in India is presented alongside discussion around the risks and challenges investors need to be aware of.
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JD Turns to Google, Walmart to Build Global E-Commerce Empire

Richard Liu built an e-commerce giant in China by tapping into the nation’s appetite for technology. As his JD.com Inc. sets its sights on global expansion, he’s turning to others for help: Google and Walmart Inc
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Facebook – A Value Investor’s Top Pick? It’s Not Fake News

Join Trevor Scott, Investment Analyst, and Chloe Peters, Senior Executive of Distribution, as they discuss Facebook and Social Media.
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Investment Update Webcast – July 2018

Join Nathan Bell, our head of research, and CIO, Wayne Peters, as they discuss the current global economic environment, the US trade war, merger and acquisition activity in the US media industry, and new stocks and sales during the quarter. Following the presentation they answer questions about Metro Bank's recent capital raising amongst others.
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Patience Pays

In this podcast Owen Raszkiewicz managing director of the Rask group interviews Wayne Peters, Chief Investment Officer. Wayne describes the journey he undertook 30 years ago and the key investment lessons learnt along the way.
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Five Global opportunities right now

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How insider ownership can thrash the market

Research shows that founder-led companies outperform. While that might not be surprising given the recent share price performance of US tech titans such as Amazon, Alphabet, Netflix and Facebook, which are led by their founders, research shows that this phenomenon isn’t limited to the technology sector
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How to profit from holding companies

In this episode Nathan Bell talks about the tricks & traps investors need to be aware of when owning holding companies. He then talks about the holding company Naspers and how you can profit from its greatest bet in technology.
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Finding value in IPOs and Spinoffs

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.
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The best protection from future market blow ups

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.
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