Banca March y Howard Marks: The Truth about Investing

El viernes, 24 de mayo, tuvo lugar en el Auditorio Azul de la Fundación Juan March de Madrid una conferencia a cargo de Howard Marks, Socio Fundador de Oaktree Capital Management, considerado como uno de los inversores más relevantes y dinámicos de nuestro tiempo.
El Sr. Marks incidió en la importancia de diferenciar entre comprar bien y no solo bueno, conocer bien a las empresas e industrias en las que se invierte, no intentar predecir el futuro a corto plazo y tener muy claros los riesgos que asumimos en las carteras.

[@Knowledge.to_Come]

Howard marks: the best explanation for why its better to buy the dip than to buy the rally!

[@davidcoard1978]

Such clarity of explanation.

[@tymurmylosvietov4120]

Amazing investor, teacher and person. Go and read his books, guys! Thanks Mr. Marks!

[@cineknt]

Howard Marks and his explanations are amazing. My favorite investor next to Warren Buffett and Charlie Munger.

[@Theo-dj7vs]

Anyone who respects Warren buffet does not know shit about investing...Warren buffet is a shill

[@ganeshlokesh408]

@@Theo-dj7vs I hope you're kidding..

[@mroxo77]

Charlie Munger sleeps most of the times and what he says, most of the times is rather rude than educational.

[@varunjain7895]

Sheer brilliance by Howard Marks...

[@spikedart9323]

Geat lecture, stuff everybody should know before starting investing.

[@twilightbin]

These days I see a lot of people buy high and the stocks go even higher and the low stocks seem to just stay low.

[@chiawildy563]

To quote Marks, "Its human nature."

[@thechadmode9978]

this video aged well.

[@chessdad182]

Genius

[@bernardting3361]

Excellent analysis

[@TeslaBlueWhale]

I keep coming back rewatching this many times to keep remind myself. I see myself one day I’m going to be a millionaire from doing this.

[@danielleon5074]

Same here!

[@Dreamscometrue250]

Thank you

[@rowanwood5397]

i really like Howard's practical approach, down to earth logic and decision making. But I want to know how he is picking his stocks, specifically. Does he invest in FAANG? he knows that all you need to do is pick one good stock, the next apple, and ride that through as much of its exponential growth phase as possible. so how do you pick the next apple? is it not blatantly obvious to everyone which stocks are the next apple? or do we have delusions or illusions about these super stocks as he called them?

[@analyst1777]

What is the stock indicator that shows a stocks true entrensic value?

[@dariusashouri2439]

Gold Gold Gold

[@vnymachado]

Does anyone have this presentation?

[@investireocaminho33]

great

[@abdullilahqadeer1901]

2:15

[@mgtazco]

Starts @ 2 min.

[@juanmanuel-io6cc]

Alguien lo tendrá en español ?

[@ambrosepereziii6460]

4 is not bad you could leap frog over everyone else if you know the market @ 54-56

[@tusharprasad2734]

This talk assumes that market tops and bottoms are known, and can be easily timed 🤗

[@andso7068]

Quite the opposite.... To know how to time the market, would imply that you can predict the future. Marks literally said people don't. Hence why he emphasizes on reading sentiment and productivity to guage the current position of the cycle.

[@arnabbhattacharya6579]

HM AT 3 MINUTES APPROX

[@stacknsat]

1 dislike 6k views wow

[@shashayee6210]

The shallow report bioinformatically chew because comic increasingly sigh until a abhorrent active. soggy, raspy way