The Rewind: Something of Value
The Memo by Howard Marks
Venture Capital
quantitative information, with regard to the present cannot be the source of advantage. Just putting numbers through some spread sheet is not going to give you an edge. Your superiority as an investor has to come from something like better understanding the significance of the numbers that have been published. And then i think there is a probablistic element as well.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
