Gustavo Ballvé on May 12th, 2011
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management

The Most Important Thing“, a book by Oaktree’s Howard Marks, was published last week in print (it has been out on Kindle for a while) and we’d like to tackle it soon. The Dealbook article linked above has a quick Q&A with Mr. Marks, but much more useful is this link to all the memos he ever published.

Should make for very good reading material!

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