Lester Leong's avatar
$21m follower assets
Re: Re: I Beg to Differ
I don't know why but I was expecting something grandiose from Mark's memo. Instead, I got a 13-page report telling me to do the opposite of whatever everyone else was doing. I'll just chalk it under to I'm slow and read other people's interpretations of it.

Howard Mark's position on impending recession, inflation, or whatever:

TLDR: He basically said investors don't care about the short-run - fin.
Eric Messenger's avatar
Crazy how two people can listen to the same thing and get such different takes from it🤣
Lester Leong's avatar
@wall_street_deebo the art of investing 😆
Eric Messenger's avatar
@prometheus TLDR: Too Long, Didn’t Read? I had to look it up🤣🤣I’m the ghetto nerd that reads everything. I listen to Marks on the podcast though. The reader does a good job with the memos.