The Facebook episode

In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull case for Facebook following the Cambridge Analytica data leak scandal.
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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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Investment Update Webcast – March 2018

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio.
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Profiting from the global rise of internet usage

In the third episode of Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the world, these internet providers are playing an even greater role in society and in our portfolio. Stocks discussed include Telstra, Charter Communications, Comcast, Verizon, Telecom Italia and KT Corp.
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