Howard Marks
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- Howard Marks: The Investing Landscape Has Changed For Value InvestorsIn his latest interview on the Q&A Speaker Series Event at Brown University, Howard Marks provides a great example of the changing landscape for value investors. Here’s an excer…
- Howard Marks: Investors Should Be Looking For Opportunities In The ‘Downtrodden’In his latest interview with Bloomberg, Howard Marks recommends investors look for opportunities in the downtrodden. Here’s an excerpt from the interview: Well I think that priv…
- Howard Marks: How To Be A Smart ContrarianIn his recent interview on The Wall Street Lab Podcast, Howard Marks provided a great example of how to be a smart contrarian. Here’s an excerpt from the interview: Marks: Most …
- Howard Marks: How Value Investors Can Gain An EdgeIn his latest interview with The Ivey Business School, Oaktree’s Howard Marks recalls the story of the time he was speaking with a famous value investor who did well in 1999, wh…
- Howard Marks’ Top 10 Holdings (Q4 2020)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: Value Investors Should Think About Fast Growing CompaniesIn his recent interview on The Korea Economic Daily Global Edition, Howard Marks discussed why he believes value investors should think bigger, and consider investing in fast gr…
- Howard Marks: There Is No Magic Answer, No Solution (Other Than Superior Skill)In his latest memo titled – 2020 in Review, Howard Marks discusses the extremes compiled in financial markets in 2020, and emphasises the point of the difficulty in finding good…
- Joel Greenblatt: It’s Not Only What’s In Front Of You Today But What Might Be In Front Of You Six Months From NowIn his recent interview with Howard Marks on Real Vision, Joel Greenblatt discussed the impact of interest rates on asset prices, whether this time is different, how accounting …
- Howard Marks: The False Dichotomy of Value and GrowthIn his most recent memo titled – Something of Value, Howard Marks discusses the false dichotomy of value and growth investing, which is best summarized by his quote from Warren …
- Howard Marks Top 10 Holdings (Q3 2020)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: 5 Options For Pursuing High Returns In A Low Return WorldIn his latest interview on The Howard Marks Investor Series with Finance Professor Chris Geczy, Howard Marks discussed a number of topics including his five options for pursuing…
- Howard Marks: Comparing Today’s Tech Goliaths With The Nifty FiftyIn his latest memo titled – Coming Into Focus, Howard Marks included a great piece on comparing today’s tech goliaths with the Nifty Fifty. Marks makes the point that while the …
- Howard Marks: Munger Wisdom – “It’s Not Supposed To Be Easy. Anyone Who Finds It Easy Is Stupid.”Howard Marks recently released his latest memo titled – Time For Thinking – in which he discussed: The Current Health Crisis Failure To Fix It Not A Cycle What Shape Are We In T…
- Howard Marks: The Reason Stocks Are Absurdly Expensive Is Due To ‘Freeloading’ Passive Investing StrategiesIn his recent interview with CFA Chile Howard Marks highlighted the impact that passive investing strategies are having on driving stock prices to absurdly expensive levels whil…
- Howard Marks: Understanding The Market Cycle Tells Investors What’s Likely To Happen NextIn his recent Real Vision interview Howard Marks discussed how understanding the market cycle can tell investors what’s likely to happen next. Here’s an excerpt from the intervi…
- Howard Marks Memo: Uncertainty; And 8 Of The Best Quotes On ForecastingHoward Marks has released his latest memo titled – Uncertainty, in which he discusses the uncertainty associated with investing and the difficulty of trying to forecast the futu…
- Howard Marks: Lower Lows Ahead In The StockmarketIn a recent interview with CNBC Howard Marks provided his thoughts on the short term future for the stock market saying: “We’re only down 15% from the all-time high of Feb. 19,”…
- Howard Marks Memo: Knowledge Of The FutureIn Howard Marks’ latest memo he discusses the futility of trying to predict what’s likely to happen in the future in the world of investing saying: As I showed by using it again…