MI365: The Memos of Howard Marks w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Evolving Investment Philosophy
This chapter explores Howard Marks's investment philosophy evolution from 1990 to 2023, highlighting the importance of risk control and consistency over seeking extreme short-term gains. It emphasizes that avoiding major losses is crucial for bond investors, while stock investors must also focus on identifying winners, all within a framework that embraces uncertainty for higher returns.
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