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Paul Hill and Graham Neary cover 9 stocks including: #WATR #AGFX #CBG #CSFS #JIM #MAI #WOSG #CARD #GMR
00:00 01:55 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
24:15
28:15
33:40
39:45
44:10
50:25
56:25 Audience questions and Graham's personal holdings.
Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.
