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Tag: howard marks

Takeaways from “Sea Change”

Howard Marks, a billionaire and founder of Oaktree Capital Management, is known to be a critical thinker and he shares his views openly in his memos. He published his memo entitled “Sea Change” recently and here are my takeaways: 1) With higher interest rates, investors cannot afford to be complacent by investing in companies with…
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The Most Important Thing Illuminated by Howard Marks

I find this book an enjoyable read which covers heavily on the aspect of risk and shaped my investing philsophy. I’d rate this book about 8/10. The book was not that hard as compared to The Intelligent Investor. However, one may still require effort to understand some of the concepts. Apart from that, it opens…
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The Most Important Thing Illuminated by Howard Marks

I find this book an enjoyable read which covers heavily on the aspect of risk and shaped my investing philosophy. I’d rate this book about 8/10. The book was not that hard as compared to The Intelligent Investor: The Definitive Book on Value Investing. However, one may still require effort to understand some of the…
Read more