Eric Udoff's Top Value Stocks: Golf, Pets & Semiconductors

🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉

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: Recorded on February 17, 2023.

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

Thanks for watching Real Vision Finance!

#stockstowatch #stockstobuy #stocks

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now!

Connect with Real Vision™ Online:
RV Crypto:

#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.


We Pushed Semiconductors Offshore; Are We Doing the Same to Crypto?

On this week’s Long Reads Sunday, NLW reads:

Semiconductors: A Cautionary Tale by Sheila Warren

The SEC’s Other Option by TuongVy Le

SEC Bitcoin ETF Dissent – Commissioner Hester Peirce and Commissioner Mark Uyeda

Enjoying this content? SUBSCRIBE to the Podcast Apple: Spotify: Google: Join the discussion: Follow on Twitter: NLW: Breakdown:

“The Breakdown” is written, produced and narrated by Nathaniel Whittemore aka NLW, with editing by Michele Musso and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsor today is “Foothill Blvd” by Sam Barsh. Image credit: Malte Mueller/ Getty Images, modified by CoinDesk.

Join the discussion at

Join the most important conversation in crypto and Web3 at Consensus 2023, happening April 26-28 in Austin, Texas. Come and immerse yourself in all that Web3, crypto, blockchain and the metaverse have to offer. Use code BREAKDOWN to get 15% off your pass. Visit


Why Chip Manufacturing Is at the Center of Great Power Tension

This episode is sponsored by, Circle and FTX US.

On this episode, NLW provides a 101-style primer on chip manufacturing and why it has become a key geopolitical concern for the U.S. and China, especially over the last few years.

Nexo Pro allows you to trade on the spot and futures markets with a 50% discount on fees. You always get the best possible prices from all the available liquidity sources and can earn interest or borrow funds as you wait for your next trade. Get started today on

FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today.

I.D.E.A.S. 2022 by CoinDesk facilitates capital flow and market growth by connecting the digital economy with traditional finance through the presenter’s mainstage, capital allocation meeting rooms and sponsor expo floor. Use code BREAKDOWN20 for 20% off the General Pass. Learn more and register at

“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsors today is “The Now” by Aaron Sprinkle and “The Life We Had” by Moments. Image credit: Andrea Nicolini/Getty Images, modified by CoinDesk. Join the discussion at


China vs. US & Taiwan: A Real RISK?! What This War Game Tells Us!!

🛒 Best Deals in Crypto 👉
📲 Insider Info in my Socials 👉
👕 My Merch Store 👉
🔥 TOP Crypto TIPS In My Newsletter 👉


📺 Useful Vids 📺

China Bank Runs 👉


⛓️ 🔗 Useful Links 🔗 ⛓️

The War Game:
Taiwan Relations Act:
ASML Machine:
Ban Imports:
Semi Conductor Dependence:
Semi Conductor Shortage:
Morris Chang Said:
US Pressures Dutch:
IP Theft:


0:00 Intro
1:04 Background to Crisis
5:06 Taking Over Taiwan’s Manufacturers
9:08 War Game Design
11:09 How It Played Out
17:13 Strained Relations
20:13 Implications


📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#China #Taiwan #Chips #silicon