
The Rewind: Ditto
The Memo by Howard Marks
Contrarianism and Second Level Thinking
The greatest thing you can do in owning the type of assets that we own is to understand the values of what you have and to buy value when you can get it inexpensively. Lots of people are leaving office buildings at this point in time, but many are coming back and they're paying higher rents for great space. So it's that idea that as Howard mentions in, I beg to differ that it's not enough to be different. You also have to be right. That affords you the opportunity.
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