Introduction

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