Howard Marks
Page 11
- Howard Marks: The Pendulum Has Swung From Globalization To OnshoringIn his latest memo titled – The Pendulum in International Affairs, Howard Marks’s connects two seemingly unrelated trends – Europe’s energy dependence and U.S. offshoring – to e…
- Howard Marks: “The Great Investors I Know Are Unemotional About Their Investing”In his recent interview on the Richer, Wiser, Happier Podcast, Howard Marks explains why the great investors he knows are unemotional about investing. Here’s an excerpt from the…
- Howard Marks: Understand Everything About 20 Companies Rather Than The Slightest Bit About 400In his latest interview on the Youth Finance Summit, Howard Marks explains why its better to understand everything about 20 companies than the slightest bit about 400. Here’s an…
- Howard Marks: Find An Asset, Or An Asset Class, That Looks Scary From The OutsideIn his recent discussion on OakTree’s The Rewind Podcast, Howard Marks reflects on his memo titled – It’s All a Big Mistake, which was originally published on June 20, 2012. Her…
Howard Marks Top 10 Holdings (Q4 2021) – Buys GTX, HTZ, RWAY, WFRD, SPYOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- Howard Marks: The Art Of SellingIn his latest memo titled – Selling Out, Howard Marks provides a comprehensive discussion on the art of selling stocks. Here’s an excerpt from the memo: Aphorisms like “no one e…
- Howard Marks: Invest Early, Invest Heavily, And Stay In The MarketIn his latest interview with InfoMoney, Howard Marks recommends that investors invest early, invest heavily, and stay in the market. Here’s an excerpt from the interview: I thin…
- Howard Marks: There’s A New World OrderIn his latest memo titled – The Winds of Change, Howard Marks discusses the changing environment for investing and the new world order. Here’s an excerpt from the memo: As I’ve …
- Howard Marks: The Problem With Paying Up For A Popular StockIn his book – The Most Important Thing, Howard Marks discusses the problem with paying up for a popular stock. Here’s an excerpt from the book: If you make cars and want to sell…
- Howard Marks: This Latest Cycle Was Like A Meteor Hitting Earth From Outer SpaceIn his latest interview at The Milken Institute Global Conference, Howard Marks described this latest cycle like a meteor hitting earth from outer space. Here’s an excerpt from …
- Howard Marks: The Impact Of Investor Psychology On MarketsIn Howard Marks’ Book – Mastering The Market Cycle, he provides some great statistical data that shows just how much investor psychology impacts markets. Here’s an excerpt from …
- Howard Marks: There Are No Sure Things In InvestingIn his recent interview on The Investors Podcast, Howard Marks discussed comparisons between the Nifty 50 and the FAANG stocks of today, and why there are no sure things in inve…
- Howard Marks: The ‘We Don’t Invest In Tech’ MisnomerIn this interview with FGV Finance, Howard Marks highlights that while some investors might say, “we don’t invest in tech”, the reality is that you can’t invest in this world an…
Howard Marks Top 10 Holdings (Q2 2021)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- Howard Marks: How To Recognize When The Odds Are Against YouIn this presentation, Howard Marks discusses how to identify when the odds are against you. Here’s an excerpt from the presentation: What causes the losing tickets to outnumber …
- Howard Marks: Why Follow Macro Forecasters Who Don’t Disclose Their Track Records?In his latest memo titled – Thinking About Macro, Howard Marks provides his thoughts on macro-investing, inflation, the Fed, and gold. On the subject of macro forecasters he say…
- Howard Marks: Coping With A Falling PriceIn his book The Most Important Thing, Howard Marks discusses what happens in an investor’s psychology after buying a stock and it starts to drop in price. Here’s an excerpt from…
- Howard Marks: Investors Need To Take Uncomfortable, Idiosyncratic Positions To Achieve Superior ReturnsIn his recent interview on the Invest Like The Best Podcast, Howard Marks discussed why investors need to take uncomfortable, idiosyncratic positions to achieve superior returns…