Howard Marks: Finding Bargains In The ‘Uninvestable’

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During his recent interview with The Motley Fool, Howard Marks discussed which areas will benefit from the ‘New World Order’, and finding bargains in the ‘Uninvestable’. Here’s an excerpt from the interview: Marks: Well, it’s basically everything on the lending side of the equation. That’s one, so ranging from cash which … 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: What Matters Most? Asymmetry

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In his latest memo titled – What Really Matters?, Howard Marks explains why ‘asymmetry’ matters most when it comes to investing. Here’s an excerpt from the memo: What matters most?  Asymmetry. In sum, asymmetry shows up in a manager’s ability to do very well when things go his way and … Read More

Howard Marks: This ‘Recession’ Won’t Last Long

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In this interview with Yicai Global, Howard Marks explains why this recession won’t last long. Here’s an excerpt from the interview: Marks: Within the bounds of my limitations on forecasts Ivan I would say probably yes. As I just finished saying the Fed is trying to weaken the economy to … Read More

Howard Marks: The Investor’s Dichotomy

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In his recent interview with the Acquired Podcast, Howard Marks discussed the investor’s dichotomy. Here’s an excerpt from the interview: Marks: You know, this points out a dichotomy in investing, or maybe a conundrum of which there are so many. Because what we just talked about was it’s important to … Read More