Just came across these memo/podcasts of Howard Marks. I can’t believe I only recently discovered him. He sounds like a perfect hybrid of all the mentors I already credit for my success. Graham, Buffet, Lynch, Greenblatt, Dreman, Fisher, etc. His focus on psychology as the driver of inefficiency in the market is spot on. There’s some real gold in a few of these I’ve heard so far. Can’t wait to read his books. Definitely more like Graham and Fisher from a speaking standpoint. Like listening to a robot. He’s not slowing down for one to keep up🤣maybe not best for newbies but still priceless.

​