Profiting From Animal Humanization

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 12 March 2023

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that with his stock picks for this episode of 3 Ideas. Together, he and Real Vision managing editor Samuel Burke explore the long-term value opportunities Eric is seeing in golf, pet care, and semiconductors. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on February 17, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Royal London, the UK's largest mutual, life, pensions and investment company.
0:08.0	What even is a mutual anywhere? Well, Royal London is customer owned.
0:12.0	It has been since 1861. They work to support customers and wider society,
0:17.0	to help build financial resilience, while investing responsibly,
0:21.0	to help build a future worth returning into.
0:23.0	It really is everyone's business.
0:26.0	Learn more at RoyalLondon.com slash mutuality.
0:31.0	Hey everyone, if you like this podcast, go behind the pay wall to get
0:35.0	privilege access to the smartest minds and finance.
0:38.0	Join the Real Vision community and learn how to become a better investor.
0:42.0	Visit RealVision.com slash RVPod and use the promo code
0:46.0	podcast10 to get 10% off our central membership for the first year.
0:50.0	And now to today's episode.
0:53.0	Golfing, taking care of pets and making semiconductors,
0:57.0	that's coming up on three ideas.
1:05.0	Hey everybody, I'm Samuel Burke, managing editor here at RealVision.
1:08.0	And we really want to thank you for all the feedback you gave us on the last
1:12.0	episode of three ideas. We hear you loud and clear.
1:15.0	And that's why we really think you will be thrilled with our next guest.
1:18.0	That's Eric Yudoff, managing partner and co-CIO at Marlow Partners.
1:23.0	Eric, welcome to the program.
1:25.0	You have very different investments here and to be clear.
	...

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