Welcome back to the best series on Substack! Well, I might be a tad biased on that, but if you haven’t taken the time to glimpse over a few of these articles, you’re missing out.
So far, we’ve covered over 20 years of memos from Howard Marks; that’s over 800 pages of writing summarised and sent to your inboxes.
Marks’ memos are one of, if not the most valuable investment resource on the internet. This series has completely transformed me as an investor, and many of you reading too. No single article requires you to read any other for it to make sense, so today’s a good time to start if you haven’t already.
If you’re interested in any others in the series, you can check out a few recent ones below:
Do excuse this brief sales pitch, but I believe this series is worthy alone of a paid subscription. The insights in here might be worth half of your portfolio, let alone $160 a year. I’ve also put hundreds of hours of work into putting this all together so far, so your support really does mean a lot to me.
Thank you!
Anywho, we’re all here for one thing: Marks’ memos; so let me stop talking and start summarising. As all other time periods have now proven, this one offers a wealth of fascinating ideas for us, from dealing with uncertainty to ideas on equity risk premiums, from cycles to the role of confidence, and heaps more. I shall reiterate, as I always do, that this series will change you as an investor. The effort put in here is dwarfed by the knowledge you’ll take away from this. If I had to quantify it, I’d say one ounce of effort is equal to ten ounces of reward. These memos are nothing short of excellent.
Happy reading!
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