
Something of Value
The Memo by Howard Marks
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The False Dilemma of Value and Growth
The author's first phase was spent as a buffet nerd, consuming everything written by the oracle and adhering strongly to his philosophy. But over time, he has developed his own perspective and transitioned to investing. He spends the vast majority of his time managing a venture firm called t c ventures with his two partners. His son steers our family's upside oriented investments with great results. I fittingly handle our more conservative investments.
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