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Episode 1811
000:00 Graham's investment approach
04:15 Macro update (re CPI, bond yields, interest rates & GDP)
13:20 Key takeaways from Q4'23 US earnings season
19:45 Water Intelligence
24:15 Argentex Group
28:15 Close Brothers
33:40 Cornerstone FS
39:45 Jarvis Securities
44:10 Maintel
50:25 Watches of Switzerland Group
56:25 Audience questions and Graham's personal holdings.
Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.
04:15 Macro update (re CPI, bond yields, interest rates & GDP)
13:20 Key takeaways from Q4'23 US earnings season
19:45 Water Intelligence
24:15 Argentex Group
28:15 Close Brothers
33:40 Cornerstone FS
39:45 Jarvis Securities
44:10 Maintel
50:25 Watches of Switzerland Group
56:25 Audience questions and Graham's personal holdings.
Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.
Published on 1 year, 10 months ago