Really the greatest pocket of value today is probably in European equities.

But Europe has people scared off because there's a war going on close by and it's slow-grewing.

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe and the voice you just heard that's David Harrow.

He's the longtime manager of the Oakmark International Fund and some other Oakmark funds.

He's an expert on finding attractive stocks overseas. I mean overseas to me in the

U.S. they might not be overseas to you depending on where you're listening from

you get the idea. We'll hear from him about

three of his favorite stocks in a moment. We'll also say a few words about toys.

Listening in is our audio producer Meta.

Hi Meta.

Hi, Jack.

My voice is halfway back, three quarters of the way back

to being informed, wouldn't you say?

Is it a little frogy still?

Wait, is this Jack or Kermit the frog?

Kermit doesn't sound like this.

Kermit is, he's got a higher voice. He's kind of in the Mark Zuckerberg. this. immersive and our computing platforms keep on getting more natural and ubiquitous.

When I should be...

The morning's time.

Somebody... I know it's a close call but the one who founded Meta is the one without the banjo that's the way you tell them apart

anyhow the important point here is that

I'm on the vocal mend and in any case David Harrow is going to do most of the heavy

...