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The Most Important Thing: Uncommon Sense for the ...
From: Howard Marks . Re: The Most Important Thing . As I meet with clients and prospects, I repeatedly hear myself say, “the most important thing is x.” And then ten minutes later it’s, “the most important thing is y” (and then z, and so on). Am I being disingenuous? Am I …
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[PDF File]Howard Marks - Hurricane Capital
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On the show today is Howard Marks, the co-chairman and cofounder of Oaktree Capital Management. He has authored two books, The Most Important Thing: Uncommon Sense for the Thoughtful Investor and Mastering the Market Cycle: Getting the Odds On Your Side. The most famous investor ever, Warren Buffett, said of Howard, “When I
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[PDF File]Howard Marks
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Howard Marks, Chairman. Oaktree Capital Management, L.P. 1 ... Most positive trends eventually are carried to excess, and those excesses eventually correct on their own or are corrected. Rather than ups and downs, it might be helpful to think in terms of excesses and corrections ... It’s important to decide whether you will: ...
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L.P. MANAGEMENT, RESERVED. CAPITAL RIGHTS © OAKTREE …
" e Most Important " ing Is . . . Awareness of the Pendulum When things are going well and prices are high, inves- ... most people do the wrong thing at the wrong time. When things are go-ing well and prices are high, investors rush to buy, forgetting all pru- ... Howard Marks ...
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From: Howard Marks L.P. Management, Reserved Capital ...
Most Important Thing. This memo adds to what I’ve previously written on the topic. What Risk Really Means . In the 2006 memo and in the book, I argued against the purported identity between volatility and risk. Volatility is the academic’s choice for defining and measuring risk. I think this is the case largely
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[PDF File]Mastering the Market Cycle: Getting the Odds on Your Side ...
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Aug 01, 2011 · Marks, Howard – The Most Important Thing Columbia University Press, 2011, [Finance] Grade Wisdom and wit, that’s what you get when one of the most seasoned investors receives decades of writing practice before he publishes his first book. Howard Marks is the founder of Oaktree Capital
the most important thing book

[PDF File]e Most Important ing Is . . . Awareness of the Pendulum
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Howard Marks on the Human Side of Investing By Robert Huebscher May 10, 2011 Howard Marks is widely regarded for his thought-provoking essays on the discipline and process of value investing. He is the chairman and co-founder of California-based Oaktree Capital, and he delivered the keynote address at the Value Investing Congress in Pasadena ...
the most important thing

[PDF File]Second Level Thinking
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Howard Marks The Most Important Thing Illuminated March 27th, 2015 . The Most Important Thing Origins and Inspirations Howard Marks Chairman. Oaktrec Capital Management. The MOST IMPORTANT ANNOTATED BY: Christopher C. Davis, Joel …
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[PDF File]Howard Marks on the Human Side of Investing
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NCB Annual Conference The Truth about Investing Howard Marks, Chairman Oaktree Capital Management, L.P. The Truth about Investing Most investors can’t see the macro future better than anyone else. Thus trying to ... The most important is the choice between aggressiveness and
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[PDF File]NCB Annual Conference - CFA Institute
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The Most Important Thing Howard Marks Second Level Thinking p.1 "No rule always works. The environment isn't controllable, and circumstances rarely repeat exactly." p.3 Beating the market requires superior insight that comes through thinking differently than others (second level thinking)
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Howard marks most important thing