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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 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

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Peters MacGregor

Based in Sydney, Australia, and founded in 1999, Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Clients range from family offices and high net worth investors through to self-managed super funds and financial advisers. Q: What's your investment philosophy? We proudly set ourselves apart buying great businesses when their share prices are under pressure for temporary reasons. It requires patience to wait for the great opportunities, a long-term view to wait for the market to recognise the value we’ve found, and a repeatable process that identifies value and reduces risk in all kinds of markets.
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