“It’s not supposed to be easy. Anyone who finds it easy is stupid”. Charlie Munger In his book “The Most Important Thing” Howard Marks dedicates the first chapter to “Second-Level Thinking”. Marks says “to consistently achieve superior investment returns you...
“Investing consists of exactly one thing: dealing with the future. And because none of us can know the future with certainty, risk is inescapable” – Howard Marks, The Most Important Thing Howard Marks is the chairman and co-founder of Oaktree Capital Management,...
Berkshire Hathaway recently released their 13F on 15 August 2022. A 13F is a quarterly report that institutional investors in the United States must release so that the public can see their holdings and transactions. So, what did Buffett and Co. get up to in Q2? 234%...
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