Vuelvo a la escritura unos meses después, esta vez en español. Una pandemia, tipos de interés bajos y una cantidad de deuda enorme están en el día a día de muchos inversores. La vuelta de la inflación suena con fuerza en muchos analistas y esta quizás sea una de las mejores armas que tienen losContinue reading “¿Vivimos en una burbuja (financiera)?”
Tag Archives: howardmarks
Investing without people
Howard Marks, Oaktree Capital Co-Chairman, published a new Memo called “Investing without People”.
Howard Marks letters in one folder
“The Truth about Investing” by Howard Marks
Howard Marks_The Truth about Investing Via | Fundooo Professor
ET Now — “The Global View with Howard Marks”
Interview with Howard Marks: Masters in Business
I highly recommend this interview with Howard Marks. Podcast.
The Memo: Expert Opinion by Howard Marks
New memo is out. For those who follow Howard Marks this insight is a must-read. The Memo: Expert Opinion | Link
Howard Marks and Rajath Shourie.
The most important thing…
“The absolute best buying opportunities come when asset holders are forced to sell, and in those crises they were present in large numbers” Howard Marks.
SAETA CAPITAL 