A Look At Telecom Italia

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers and we think we've found one in Telecom Italia (BIT: TIT). 

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers and we think we’ve found one in Telecom Italia (BIT: TIT).

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, we think it’s a good time to examine our investment case.

In this video, our Chief Investment Officer, Wayne Peters, offers some boots-on-the-ground insights and analysis of this current portfolio holding.

 

Get more insights from Peters MacGregor.

 

Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Telecom Italia through various mandates where it acts as investment manager. Peters MacGregor Capital Management Limited does not have a financial interest in Amazon Inc. This article contains general investment advice only (issued under AFSL 225984). This article has been prepared without

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Skip to content