Zach Kouwe | Financial PR
Zach Kouwe | Financial PR
  • Home
  • Bio
  • Portfolio
  • My Blog
  • Photography
  • Contact
  • Home
  • Bio
  • Portfolio
  • My Blog
  • Photography
  • Contact

my blog

Second-Level Thinking in the Investment World

9/9/2015

0 Comments

 
Howard Marks is out with his latest memo and, as always, it's something for every investor to read. The theme of this memo revolves around what Marks calls "second level thinking," or going beyond what the crowd's thesis is and how hard that really is to do in practice. That's especially true these days with the flood of information available on the web as well as on business news networks, chat rooms and other locales. It's rare that someone finds and insight that the crowd doesn't already know about. 

The full memo can also be accessed HERE as well as below.


0 Comments



Leave a Reply.

    RSS Feed

    Categories

    All
    Activist Short Sellers
    Alternatives
    Asset Management
    Budget Deficits
    China
    Cnbc
    Comedy
    Communications
    Credit Cards
    Dan David
    Debt
    Debt Ceiling
    Documentary
    Economy
    Election
    Fiduciary Duty
    Finance
    Financi
    Financial And Media News Roundup
    Financial News
    Financial Reform
    Hedge Fund Letters
    Hedge Funds
    Howard Marks
    Howard Marks Memo
    Humor
    Investor Letters
    Media News
    Moody's Credit Outlook
    Muddy Waters
    News
    Oaktree Capital Management
    Private Equity
    Public Relations
    Short Selling
    Social Media
    Strategic Communications
    Thanksgiving
    The China Hustle
    Washington
    Weekly Financial
    Weekly Financial News Roundups

Please see Terms of Use