Duration: 7:59

Nathan explains our contrarian view of Twitter, and the bull case for Charter Communications, Wells Fargo and NVR, a US home builder which excelled during the global financial crisis (see chart below).

NVR Returns

Source: NVR

Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Charter Communications (indirectly), NVR, Twitter, Wells Fargo through various mandates where it acts as investment manager.

 

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