
The Rewind: Dare to Be Great II
The Memo by Howard Marks
The Two Thousand Six, Mammo
The bottom line on striving for superior performance has a lot to do with daring to be great, especially in terms of asset allocation. The road to above average perform runs through unconventional, uncomfortable investing. Non consensus ideas that are popular widely held or intuitively obvious, are an oximoron. What's idiosyncratic is rarely comfortable. And in order for something to be comfortable, it usually has to be conventional.
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