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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.
CHAPTERS:
1 Eric’s Global Macro Outlook 00:37
2 Idea #1: Long Topgolf Callaway Brands 02:29
3 Idea #2: Long CVS Group 0:13:07
4 Idea #3: Long Lam Research 0:24:03
5 The Takeaways 0:34:14
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