Howard Hughes Corporation – US-based real estate developer

We provide the investment case for Howard Hughes Corporation, a diversified portfolio of property assets in premium locations in 14 states across the United States is valued at over US$8.5bn.
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A look at Telecom Italia

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers. We currently have positions in Europe, the United States, Latin America and South Korea; making the growing use of fast internet speeds a core theme in our portfolio. Given the recent news of activist investor Elliott Advisers taking a stake in a recent purchase of ours, Telecom Italia, it’s a good time to examine our investment case.
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JD.com – The Amazon of China

JD.com is often referred to as China’s Amazon. However, JD is online retail shopping with a difference.
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The investment case for Discovery Communications

We take a look at Discovery Communications, the Cable TV content provider that brings us popular TV shows such as MythBusters, Bear Grylls’s Man v Wild, Deadliest Catch and Shark Week.
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Uncovering value in India

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India.
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A look at Metro Bank and the UK banking industry

We take a look into why Metro Bank is great and the industry it operates in.
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A Look At NVR

We take look into what makes US home builder NVR great.
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Is Twitter a trump card?

If you weren’t aware of Twitter before the US Presidential race, then you surely are now as Nathan explains the investment case the social media platform.
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A Look at John Malone, the Cable Industry & Charter Communications

At Peters MacGregor we currently hold a number of John Malone's Liberty cable companies and want to highlight Charter Communications and why we think it's a great company, in a great industry, with excellent oversight with John Malone as Chairman of Liberty Broadband.
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Liberty Broadband – a mispriced situation

Predicting changes in macroeconomic variables consistently is impossible (which is why there are no economists in the Forbes 400), so we prefer to bet on trends that will persist regardless of the macroeconomic environment. As an example, we own jet engine manufacturer Rolls Royce, which is benefitting from the influx of Chinese tourists globally – a trend that’s still in its infancy.
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