The Rewind: Something of Value
The Memo by Howard Marks
Howard's Perspective on Value Investing
Andrew and howard are two different schools of thought on value investing. They come from slightly different perspectives, but share some common ground. Andrew: "I strongly adhere to the belief that businesses are worth the discounted value of their long term cash flos" Howard: "i think it was also about the importance of withholding judgment on things without deep knowledge"
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