Howard Marks Memos
Warren Buffett says Marks' famous shareholder memos are the first thing he opens when he sees one in his mailbox, and many investors happily follow suit. You are leaving the Oaktree website and are being redirected to a third-party website. On this podcast we'll hear the latest memos. This link is being provided as a convenience and does not constitute an endorsement or approval by Oaktree of any products, services, or opinions of the corporation, organization or individual. the key points that Howard Marks makes in his insightful memos. As I'm now in my fourth decade of memo writing, I'm sometimes tempted to conclude I should quit, because I've covered all the relevant topics. Download PDF; Listen to Memo; Archived Memos; Subscribe. As regular readers of my memos and books know, I'm strongly interested in - you might say obsessed with - the concept of the pendulum. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. Howard explains that it's foolish to sell because prices are up and because they're down - and why, most of the time, staying invested is ultimately "the most important thing.". The following is only a partial list of my writings on the subject: Books Recommended by Howard Marks.