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Acquired

Howard Marks & Andrew Marks: Something of Value

Aug 30, 2022
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01:29:31

Podcast summary created with Snipd AI

Quick takeaways

  • Value and growth investing are not diametric opposites but rather two sides of the same investing coin.
  • Visualizing a company's future prospects and analyzing qualitative factors are crucial in gaining an advantage in today's rapidly changing markets.

Deep dives

The Evolution of Investing and the Role of Value and Growth

In this podcast episode, legendary value investor Howard Marks and his son Andrew Marks discuss the evolution of investing and the interplay between value and growth investing. They emphasize the importance of avoiding rigid investment strategies and recognizing that companies can possess both value and growth attributes. The conversation highlights the need for open-mindedness and the ability to make qualitative judgments about the future prospects of a company. They also explore how readily available quantitative information about the present can affect investment decisions. Overall, the episode delves into the challenges and opportunities presented by today's rapidly changing markets.

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highlights

Listen to the best highlights from the podcasts you love and dive into the full episode