Howard Marks & Andrew Marks: Something of Value
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Father-Son Investment Insights
This chapter explores a unique father-son collaboration during the pandemic, illustrating how their differing perspectives enriched their writing process. It delves into the evolution of investment philosophies, contrasting traditional value investing with the merits of growth opportunities, particularly through the lens of companies like Amazon. The discussion emphasizes the importance of flexibility in investment strategies and understanding the complexities of businesses for effective decision-making.
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