The Rewind: Something of Value
The Memo by Howard Marks
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The Decision to Sell Should Be a Decision to Buy
The key question that underlies everything andrew just said is that 20 %, you got to be right about that. And most things are not that. Theyare things masquerading as they but that doesn't mean that if you really believe you have one, you should sell it. It's impossible to say, why i should sell this if you don't have something that you feel confident in. Is as attractive plan of my memo, selling out, was really the first time that i addressed this question of selling in a memob.
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