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Real Vision: Finance & Investing

Profiting From Animal Humanization

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 12 March 2023

⏱️ 38 minutes

🧾️ 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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