295 results for "memo":
Showing 61 - 70 of 295 results
The Rewind - The Route to Performance
We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.
Lessons from Silicon Valley Bank
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse.
The Archive: You Bet!
In his 2020 memo You Bet!, , the first release from The Memo by Howard Marks: The Archive, an audio library we're creating of the memos Howard has published over the last 34 years.
The Rewind - Uncertainty
Howard reflects on this memo originally published on May 11, 2020.
Bull Market Rhymes
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it.
The Indispensability of Risk
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking.
Something of Value
Howard Marks writes in his latest memo how he views the art and science of value investing, especially in the increasingly efficient and complex world we face today.
The Value of Predictions, or Where'd All This Rain Come From?
A l l R i g h t s R e s e r v e d Memo to: Clients From: HowardMarks,TCW Re: TheValueof Predictions, or Where'd All This Rain Come From?, The motivation for this memo came as I considered the extraordinary amount of precipitation the West has experienced this year -- and newspaper articles of a couple of months ago.
Risk
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: HowardMarks Re: Risk T h e r e a d i n g materials for a meeting of a corporate board on which I sit – and what turned out to be an eight-hour meeting of the audit committee (thank you, Messrs., But I think that tells so little of the story that I’ve decided to devote an entire memo to the subject of risk. 0BUWhy Does Risk Matter?, Rick Funston said in the article that prompted this memo, “. . . you need comfort that the . . .
Will It Work?
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : Will It Work?, As has happened before, his question elicited a fatherly response that grew into this memo., The “I know” school (which first appeared in a memo in 2001) is still making predictions.