Howard Marks
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- Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!Here’s a great interview with Howard Marks at Goldman Sachs in which Marks discusses why going to cash under almost all circumstances is stupid, and why market timing is impossi…
- Howard Marks: Markets Have Flipped From Being All Good to All BadHere’s a great video with Howard Marks at Bloomberg. During the interview Marks says: “I think, as it often does, the market has flipped from being all good to all bad. Prior to…
- Howard Marks: The Pendulum of Investor PsychologyWe’ve just been reading Howard Marks’ new book – Mastering The Market Cycle. In it there’s a great chapter titled – The Pendulum of Investor Psychology which discusses the impac…
- Howard Marks: Investors Should ‘Calibrate’ Their Portfolios To Include The Current Market CycleWe’ve just been listening to a great podcast with Meb Faber interviewing Howard Marks. Marks is discussing his new book – Mastering The Market Cycle, and he provides a great ill…
- Howard Marks: Latest Memo – The Seven Worst Words In The WorldHoward Marks has just released his latest memo which focuses on today’s economic environment compared to 2008 saying: “Thus the idea for this memo came from the seven worst word…
- Howard Marks: 6 Classic Investment Mistakes That Every Investor Should AvoidIn his 2006 memo titled ‘Pigweed’ Howard Marks provided investors with six classic investment mistakes that every investor should avoid using the real-life case study of hedge f…
- Howard Marks: One Thing That Makes Great Investors GreatHere’s a great interview with Howard Marks from his own series called – The Marks Investor Series. In this Q&A session Marks discusses what makes great investors great. Here’s a…
- Howard Marks: At Oaktree We Say, “Well Bought Is Half Sold.”One of our favorite books from our list of 50 Of The Best Investing Books Of All Time is – The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks.…
- Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!Here’s a great interview (below) with Howard Marks at the Wharton School of the University of Pennsylvania (2018). Marks was asked his thoughts on distressed debt investing, mar…
- Howard Marks: Top 10 Holdings, New Buys, Sold Out PositionsOne 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: Very Few Investors Consistently Know When A Stock Price Is Wrong, And By How Much, And In Which DirectionHoward Marks provides a great reminder in his 2001 shareholder letter that it takes a lot more than hard work for active managers to be successful in investing. He added that in…
- Howard Marks: The Route To Superior Performance Will Continue To Be Humans With Superior InsightHoward Marks has just released his latest memo titled – Investing Without People. Marks also released a short video (below) which summarizes the memo saying: “If the day comes w…
- Howard Marks: The Greatest Formula For Long-Term Wealth Creation Is…One of our favorite investing books here at The Acquirer’s Multiple is The Most Important Thing by Howard Marks. There’s one passage in particular in which Marks discusses how k…
- Howard Marks: The Two Main Risks In The Investment WorldOne of the best resources for investors are Howard Marks’ memos. One of our favorite memos here at The Acquirer’s Multiple is one he wrote called – Warning Signs in which Marks …
- Howard Marks: “Extreme Predictions Are Rarely Right, But They’re The Ones That Make You Big Money”One of the best resources for investors are Howard Marks’ annual memos. They provide a number of valuable investing insights for investors. One such example can be found in the …
- Howard Marks – Regardless Of The Current Market Conditions, Invest On The Basis Of Value And Its Relationship To PriceWe’ve just been reading through Howard Marks’ latest memo – Latest Thinking. He makes a number of great points on current market conditions, possible future catalysts, and defen…
- Howard Marks – Investors Are Like Those Drivers Changing Lanes Every Minute, Cutting Off Half The Cars On The RoadOne of the best free resources for all investors are Howard Marks’ memos. Marks is the Co-Chairman of Oaktree Capital, which currently manages a portfolio valued at approximatel…
- Howard Marks – “A Hugely Profitable Investment That Doesn’t Begin With Discomfort Is Usually An Oxymoron..”One of our favorite investing books here at The Acquirer’s Multiple is – The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. It’s a must read …