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Video Segments:
0:00 Introduction
0:55 Investment philosophy
3:35 What principles do you use when searching for opportunities?
17:12 What kinds of information on securities do you need?
21:09 What kind of investor rationalities do you use?
33:13 What periods lead to greater or lesser returns?
44:16 How do you define and estimate value?
48:52 Factoring all the various elements of an investment?
56:48 Market prices vs intrinsic value?
1:06:57 How do you define and manage risk?
1:12:06 Asset allocation?
1:19:19 Start of Q&A
1:19:28 Outlook on Japan’s bond market?
1:23:40 Role of rating agencies in investment decisions in distressed debt?
1:28:06 Are you a participant in municipal bankruptcies?
1:32:11 Opportunities in power sector?
1:33:18 When a deal did not go your way?
1:36:22 IRR?
1:38:19 The most important thing?
Howard Marks Books 🇺🇸📈 (affiliate link)
The Most Important Thing:http://bit.ly/MostImportantThingHM
Mastering The Market Cycle: http://bit.ly/MasteringTheMarketCycle
Howard Marks Favourite Books🔥
Winning the Loser’s Game:http://bit.ly/WinningTheLosersGame
A Short History of Financial Euphoria:http://bit.ly/FinancialEuphoria
Fooled by Randomness:http://bit.ly/FooledByRandomnessHM
Interview Date: 14th February, 2013
Original Image Source:http://bit.ly/HMarksPic9
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