GCIHot Stocks on Vox Markets
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.
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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.