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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Find the future, don’t become toast

Speaking to the Nest Egg podcast team, CIO Wayne Peters said his experience of helming, and later selling Kodak Express was an example of the power of technology and the importance of sustainable investment decisions. Explaining that he sold the Kodak Express chain in 1989 with the arrival of Canon’s first digital camera, he said when he first saw the digital camera, he realised it would not be too good for the Kodak business. With this lesson in mind, Wayne provides:
  1. Peters MacGregor’s three key portfolio themes
  2. How he navigates the proven track record versus future dividend opportunity divide
  3. And the European bank recovery story
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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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