Web13 de dez. de 2024 · Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult. He … Web12 de jan. de 2024 · In 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 Buffett, “We don’t consider ourselves to be value investors. . . . Discounted cash proceeds is the appropriate way to value any business. . . .
We Are Undergoing A Historic Sea Change Interest Rates, Fed ...
Web6 de dez. de 2024 · In the latest episode of Behind the Memo, Howard discusses his most recent memo, What Really Matters?, and looks back on a year of memo-writing. He … Web24 de nov. de 2024 · Howard Marks’ latest memo is largely concerned with how technology is changing the way investors think about stock picking and the macro environment. Nov 24, 2024 – 10.42am. Even billionaires ... phoebe bill gates daughter
Howard Marks, Co-chairman of Oaktree Capital Management
Web5 de dez. de 2024 · The Memo by Howard Marks on Apple Podcasts. 32 episodes. On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to … Web13 de set. de 2024 · In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating … Web27:22 The Memo - Howard Marks 40:27 TUI Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. phoebe bicycle