Ulti Posted May 26, 2022 Share Posted May 26, 2022 https://www.oaktreecapital.com/insights/memo/bull-market-rhymes Link to comment Share on other sites More sharing options...
Gamecock-YT Posted May 27, 2022 Share Posted May 27, 2022 i feel like an AI chatbot could just come out with new memos every 6 weeks sourcing previous memos and WSJ headlines and nobody would know the difference Link to comment Share on other sites More sharing options...
Daniel Deptula Posted May 27, 2022 Share Posted May 27, 2022 Let me guess, proceed now, but with caution Link to comment Share on other sites More sharing options...
CorpRaider Posted May 27, 2022 Share Posted May 27, 2022 3 hours ago, Gamecock-YT said: i feel like an AI chatbot could just come out with new memos every 6 weeks sourcing previous memos and WSJ headlines and nobody would know the difference I was hoping this one would be titled "My Son and the Crypto Genius" Link to comment Share on other sites More sharing options...
Xerxes Posted July 11, 2022 Share Posted July 11, 2022 Link to comment Share on other sites More sharing options...
Xerxes Posted July 11, 2022 Share Posted July 11, 2022 I liked this one Link to comment Share on other sites More sharing options...
Sinbius Posted July 11, 2022 Share Posted July 11, 2022 (edited) 1 hour ago, Xerxes said: I liked this one What's in it that you didn't know before reading it?....or better what's in it that you haven't read before in one way or another at least 100 times? Edited July 11, 2022 by Sinbius Link to comment Share on other sites More sharing options...
Xerxes Posted July 11, 2022 Share Posted July 11, 2022 Depends when was the last time you read/watch his memos/interview. And how much other stuff you watched in between. I like to re-anchor once in a while. Why do I watch Berkshire AGM. The older the two of them gets, the less new stuff they convey. Link to comment Share on other sites More sharing options...
Gregmal Posted July 11, 2022 Share Posted July 11, 2022 Lot of approaches and opinions have waxing or waning value depending on the situation. As an investor you have the ability to piecemeal or pick and choose the appropriate ones. That’s why in the other thread there seemed to be an implication that if you quote Buffett once that you have to be 100% committed to everything he s ever said. Quite the opposite actually. Even Kyle Bass and David Einhorn will be right once in a while. So if you’re an investor, revisiting every so often, even if it seems redundant, could have value if there’s an open mind. Link to comment Share on other sites More sharing options...
stockman500 Posted July 11, 2022 Share Posted July 11, 2022 Anyone read his two books? I just got them recently and started reading them Yesterday. Link to comment Share on other sites More sharing options...
Spooky Posted July 11, 2022 Share Posted July 11, 2022 The Most Important Thing is great - so much wisdom crammed into a small package. Link to comment Share on other sites More sharing options...
Sinbius Posted July 12, 2022 Share Posted July 12, 2022 8 hours ago, Spooky said: The Most Important Thing is great - so much wisdom crammed into a small package. I read it...I didn't like it...another book that was time wasted... I have the problem that from investments books I mainly want real world examples on how to invest and why...insights into business models etc... Link to comment Share on other sites More sharing options...
Gamecock-YT Posted July 12, 2022 Share Posted July 12, 2022 2 hours ago, Sinbius said: I read it...I didn't like it...another book that was time wasted... I have the problem that from investments books I mainly want real world examples on how to invest and why...insights into business models etc... Yeah could have just word clouded his memo quotes and got the same result. I didn't even finish it. Link to comment Share on other sites More sharing options...
John Hjorth Posted September 17, 2023 Share Posted September 17, 2023 New Howard Marks memo [September 12th 2023] : Fewer Losers, or More Winners?. Link to comment Share on other sites More sharing options...
John Hjorth Posted September 22, 2023 Share Posted September 22, 2023 (edited) By the way, Joel [ @racemize ] has just updated his complilation of all existing Howard Marks memos. The compilation starting with the first memo of October 1990 is available for download via Austin Value Capitals Twitter account here . It's a neat and tiny thing, by now consisting of 1,632 pages. Thank you for it, Joel [ @racemize ]. Edited September 22, 2023 by John Hjorth Link to comment Share on other sites More sharing options...
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