A few months ago, a friend sent me this gem of an article titled Some Thoughts On Becoming An Independent Fund Manager. Perfect light reading (and reflection) for Labor Day Weekend – grab an alcoholic beverage and enjoy!
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Archive for August, 2014
Howard Marks’ Book: Chapter 17
Continuation of portfolio management highlights from Howard Marks’ book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor, Chapter 17 “The Most Important Thing Is…Investing Defensively” — a rather apt topic given today’s market environment. Psychology, Capital Preservation, Expected Return, Risk, Opportunity Cost “What’s more important to you: scoring points or keeping your opponent […]