Gurus

My Notes on Howard Marks’s Latest Memo: What Really Matters? - Vishal Khandelwal

Tan KW
Publish date: Wed, 23 Nov 2022, 04:20 PM

Howard Marks yesterday released his latest memo to clients of Oaktree Capital.

It was titled “What Really Matters?”

It’s a wonderful take on what investors must focus on and what they must avoid to achieve superior investment returns.

I have prepared some notes on the memo. Click here to read my notes.

 

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