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).
At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of the pandemic and investing in value amid distress. The panel featured: Todd Lemkin, the chief investment officer of Canyon Partners; Peter Wallach, the managing director and 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