Howard Marks, every mention
2 scenes (2024) · ← back to Howard Marks
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Verbatim, from the transcripts: the passages where Howard Marks comes up
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 12:31 Michael Eisenberg Those are classic areas where people run to first, and I think the more interesting places to invest, not to overuse Howard Marks's four quadrants of non-consensus right, but is, is to look for kind of out there things that it's hard for…
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 8:26 Bill Gurley I think I told you this on a previous call, but I had this amazing meeting with, with Howard Marks, where he asked me to explain the venture industry to him. 3 times in the scene