Yet Another Value Podcast cover image

Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

Yet Another Value Podcast

CHAPTER

Investment Strategy and Focus on Real Assets

The guest discusses their investment strategy, focusing on real assets and higher inflation. They believe that real assets like energy, commodities, real estate, and essential service companies will thrive in this cycle.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner