Welcome to the Investing for Beginners podcast! Today’s episode will be all about memos! And its from an investor we all admire and glean wisdom from. Howard Marks’ memos are timeless pieces of investing advice that can range from when to sell into macro forecasting. Listen on as we talk our fave memos and discuss the insights we learned from it!
Timestamps of the episode:
-Who Howard Marks is and why you should listen and read his memos. [02:05]
-Selling a position is much harder than buying or starting one. Andrew and Dave shares their thoughts. [03:38]
-Strategies to deal with your emotions in investing. [11:10]
-Examples of metrics to help gauge a business’s performance. [12:23]
-The different stock market cycles, its ebb and flow. [16:37]
-How narratives can change fast and easily- “This time is different” [21:48]
-Macro forecasting and weather forecast are one and the same. [25:50]
-Closing thoughts on why to read more of Howard Mark’s memos. [34:05]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Howard Marks’ memos- https://www.oaktreecapital.com/insights/memos
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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You can find the transcript of today’s show below:
