Howard Marks: How To Generate Consistently Good Returns

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During this Q&A session with KKP Wealth Management, Howard Marks talks about the consistency of good returns rather than chasing ‘elephants’ (exceptional single investments). He uses the analogy of dining at his favorite Italian restaurant – always good, sometimes great, never terrible. Your objective should be not top performance every … Read More

Howard Marks – Top 10 Holdings – Latest 13F

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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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Howard Marks: Don’t Be the 98% Skydiver: Why Considering Worst-Case Scenarios Matters

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In his latest Insight with Annie Duke, Howard Marks emphasizes the importance of intellectual humility and considering alternate outcomes when making decisions. He argues that most people focus on their expected outcome and neglect the potential for negative consequences. They advocate for calculating expected value while being aware of its … Read More

Howard Marks – Top 10 Holdings – Latest 13F

Johnny HopkinsHoward MarksLeave a Comment

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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More