Howard Marks, famous value investor, and founder of Oaktree capital is out with his latest memo. Warren Buffett has recommended reading Marks’ memos and gave a big endorsement to Howard’s book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing).
Notes From Schwarzman, Sternlicht, Robert Smith, Mary Callahan Erdoes, Joseph Tsai And Much More From The 2020 Delivering Alpha Conference
The following are rough notes of Stephen Schwarzman, Steve Mnuchin, and Barry Sternlicht's interview from our coverage of the 2020 CNBC Institutional Investor Delivering Alpha Conference. We are posting much more over the next few hours stay tuned. Q2 2020 hedge fund letters, conferences and more One of the most influential investor conferences every year, Read More
In Howard Marks’ latest memo, he discusses risk, mistakes, hedging, behavioral finance, and of course value investing.
The full memo can be found at the following link-Its All a Big Mistake