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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: hclasvegas   😊 😞
Number: of 15065 
Subject: o/t, howard marks on , fewer losers or more winner
Date: 09/13/2023 7:32 PM
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most here will enjoy this 33 minute podcast. https://www.oaktreecapital.com/insights/memo-podca...
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Author: Blackswanny   😊 😞
Number: of 15065 
Subject: Re: o/t, howard marks on , fewer losers or more winner
Date: 09/14/2023 10:00 AM
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A good listen, my go to for risk /reward analysis.

To summarize;

Play more tennis....or watch Wimbledon 2023 (tennis and investing analogy)

Eubanks vs Medvedev (risk controlled) vs
Alcaraz vs Djokovic (high risk)

"It's a matter of style and execution"

Nadal, Djokovic, and Federer dominated with 65 Grand Slams. They hit winners but had very few unforced errors....they dominated.

Enjoyed the GFC / FANG stock, long term holding discussion.

My add, valuation matters for the market and individual stocks, concentrate on the business and it's compounding potential (eg Apple) look globally for diversify between 7-10 positions and continue to hold. I note he talks about value in China as everyone else is exiting as an example.

DYOR.
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