12-06-2021, 06:29 PM
My latest Cereal box read -
My father use to say I would read a cereal box from cover to cover if it was placed in front of me. Just wanted to share for those with interest Howard is out with his latest memo for those who enjoy his memos. November 23, 2021 - https://www.oaktreecapital.com/insights/...arks-memos I always enjoy reading Howard's perspective. He keeps me grounded, and helps me reaffirm my approach when it comes to DGR Investing.
Others mileage may vary (and usually does)
Take care of each other, it can get rough out there.
-Scoot
“It’s different this time.” Lenders and investors invariably depart from time-honored disciplines when cycles move to extremes, out of a belief that current conditions are different from those that prevailed in the past, when those disciplines were appropriate. And just as invariably, they’re shown that cycles repeat and nothing really changes.- Howard Marks
"There seems to be some perverse human characteristic that likes to make easy things difficult." -- Warren Buffett
My father use to say I would read a cereal box from cover to cover if it was placed in front of me. Just wanted to share for those with interest Howard is out with his latest memo for those who enjoy his memos. November 23, 2021 - https://www.oaktreecapital.com/insights/...arks-memos I always enjoy reading Howard's perspective. He keeps me grounded, and helps me reaffirm my approach when it comes to DGR Investing.
Others mileage may vary (and usually does)
Take care of each other, it can get rough out there.
-Scoot
“It’s different this time.” Lenders and investors invariably depart from time-honored disciplines when cycles move to extremes, out of a belief that current conditions are different from those that prevailed in the past, when those disciplines were appropriate. And just as invariably, they’re shown that cycles repeat and nothing really changes.- Howard Marks
"There seems to be some perverse human characteristic that likes to make easy things difficult." -- Warren Buffett