The best explanation wins.
A new way to look at investing
The Intellectual Edge
Uncovering timeless investing insights and sharing the best with you, every week.
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If you want to invest better, do this.
This is one of the best ways to improve your investing, and it isn't about investing...
The Lessons of Howard Marks' Memos Pt.2 ('11-'15)
Dealing with uncertainty, risk cycles, equity risk premiums, and the role of confidence.
Stop reading investment books.
Trust me.
An all too common investment story
And one we're all guilty of.
Your favourite stock might be fooling you
A guide to understanding how companies manipulate their cash flow - insights courtesy of Howard Schilit.
The Lessons of Howard Marks' Memos Pt.1 ('11-'15)
Regulation, dementia, building an Oaktree philosophy, and the importance of history.
The biggest question most investors never ask (pt.2)
Informational inefficiency, technical inefficiency, and daring to be great. (Pt.2/2)
The biggest question most investors never ask (Pt.1)
Understanding this will transform your philosophy.
The Lessons of Howard Marks' Memos Pt.4 ('06-'10)
The lessons of the GFC, trends, risk, and Gold.