Samir Patel
October 31, 2018
"My life is for itself and not for a spectacle." Qualitative small-cap value investor.

Howard Marks is Dangerously Wrong

I've long been a great fan of Howard Marks, but his new book misses the mark.  It's not just wrong - it's dangerously wrong - and attempting to implement its ideas will likely damage, rather than help, your returns.  Explore why in our thorough, mental models-based deconstruction of his arguments.

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