Is it me or did Buffet’s annual letter didn’t get as much play in the media as it used to? Or am I just in a different social media bubble that I don’t see the using fawning over what he wrote? Same thoughts apply to Marks latest Memo, normally I would see this all over […]
Read More →Don’t know what to do today? Stop everything and just read this latest memo from Howard Marks The basic proposition is simple: Investors make the most and the safest money when they do things other people don’t want to do. But when investors are unworried and glad to make risky investments (or worried but investing […]
Read More →Not many papers can match his thoughts and insights and whilst this one is the must-read that last month’s was, he does take a step further utilising sports as an analogy for his analysis on investments, here’s the conclusion and a link to the rest of the memo, enjoy! For most participants, success is likely […]
Read More →…he said something about investing that I keep going back to: “It’s not supposed to be easy. Anyone who finds it is easy is stupid.” Source: Oaktree Capital Sit back, grab a cup of coffee and be prepared to spend your whole morning reading, re-reading, and highlighting this latest memo from Howard Marks.
Read More →Another wonderful memo from Howard Marks of Oaktree Capital There are a few points that I forced my whole team to adhere to: Most Great Investments begin in discomfort You have to give yourself a chance to fail You miss 100% of the shots you don’t take and see this snippet below that perfectly encompasses […]
Read More →Howard Marks of Oaktree Capital Management has come out with another must read memo, here he covers the role of luck, the effort of a team, and looking at inefficient markets, see below for excerpt and a link to the pdf At that point, an uncle pulled him aside and doled out some advice. “Jim, […]
Read More →This week’s latest memo from Howard Mark’s of Oaktree Capital is a must read, as opposed to most articles which are about “Bubble! Bubble!” or “This is 2007!”, there is a far more nuance and thought in his analysis and I’ll show this short quote below, and highly recommend you read the rest of his […]
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