Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Callaway Golf Clubs - What's Next?
03:23 • 6min
Callaway - What's Your Time Horizon?
08:58 • 2min
Is There a Recession in the Second Half of This Year?
10:52 • 3min
CVS Group Is a Veterinary Service Provider in the UK
14:06 • 3min
Is There a Mismatch Between Fundamentals and Organic Growth?
16:56 • 4min
Investing in a Company That's Growing Value at a Fast Rate
21:05 • 2min
CVS - Is There a Limit to How Low the Valuation Can Be?
23:01 • 2min
Lamb Research
24:31 • 3min
Lamb Semiconductor - What's Going On?
27:40 • 4min
Is Offshoring the Next Big Thing in the Semiconductor Industry?
31:47 • 3min
What's Next for Marlow Partners?
35:04 • 3min


