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Description

000:00 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 Water Intelligence

24:15 Argentex GroupĀ 

28:15 Close Brothers

33:40 Cornerstone FS

39:45 Jarvis Securities

44:10 Maintel

50:25 Watches of Switzerland Group

56:25 Audience questions and Graham's personal holdings.



Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.