Howard Marks - The Truth about Investing

Water Cooler Investing
#1

Oaktree Capital’s Chairman Howard Marks has put together a slideshow entitled The Truth About Investing which was recently posted by the CFA Society.

#2

I only skimmed it but this seems like all L1 stuff. Do you have additional comments?

#3

Thanks for sharing that link. It is something that everyone investing other peoples’ money should read.

#4

when was this dated? and thx for link.

#5

Good read, thanks

#6

Everything I’ve seen from this Marks guy is pretty good.

Any time you think you know something others don’t, you should examine the basis for that belief. “Does everyone know that?” “Why should I be privy to exceptional information or insight?” “Am I certain I’m right and everyone else is wrong; mightn’t it be the opposite?”

I ask myself this all the time.

#7

^ yep, I read all his letters a few months ago, that guy is big league.