The Memo by Howard Marks cover image

The Rewind: Calling The Market

The Memo by Howard Marks

00:00

The TMT Bubble

The internet and e-commerce bubble was built on people who were not skeptical. The idea of there being no price too high is something that quite recently we saw come up again. Successful investing is not a matter of buying good things, but buying things well. If you pay a price which is too high, you can lose money.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app