Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
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‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Manage episode 433934606 series 124416
Inhalt bereitgestellt von Investors' Chronicle. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Investors' Chronicle oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts.
Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increases. Listen to this and more.
Timestamps
00:34 Sectors of interest
6:34 Geopolitical risk
8:14 Worthy investments in private equity
10:38 M&A scale
12:49 Smaller trusts
14:59 Areas of innovation
18:09 Interesting asset classes
25:20 Share buybacks and capital allocation
Hosted on Acast. See acast.com/privacy for more information.
1037 Episoden
Teilen
Manage episode 433934606 series 124416
Inhalt bereitgestellt von Investors' Chronicle. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Investors' Chronicle oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts.
Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increases. Listen to this and more.
Timestamps
00:34 Sectors of interest
6:34 Geopolitical risk
8:14 Worthy investments in private equity
10:38 M&A scale
12:49 Smaller trusts
14:59 Areas of innovation
18:09 Interesting asset classes
25:20 Share buybacks and capital allocation
Hosted on Acast. See acast.com/privacy for more information.
1037 Episoden
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Ähnelt Investors' Chronicle
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Podcast by Chapo Trap House
…
continue reading
The Agenda with Steve Paikin is TVO's flagship current affairs program - devoted to exploring the social, political, cultural and economic issues that are changing our world, at home and abroad. The Agenda airs weeknights at 8:00 PM EST on TVO - Canada's largest educational broadcaster.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The UK Column is an independent news organisation analysing the information war.
…
continue reading
Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
…
continue reading
Host Marco Werman and his team of producers bring you the world's most interesting stories that remind us just how small our planet really is.
…
continue reading
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