Howard Marks, every mention

4 scenes (2021) · ← back to Howard Marks

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every year 2021 anyone Ian Charles 9Jon Harris 7Morgan Housel 6Ted Seides 5Tim Recker 3Jim Williams 3Mark Baumgartner 2David Salem 2Brian Portnoy 2Tom Bushey 1

Verbatim, from the transcripts: the passages where Howard Marks comes up

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Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) Dec 6, 2021 · 9 mentions

Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215) Sep 27, 2021 · 2 mentions

  • ▶ 1:02:16 Jon Harris He was giving me Howard Marks letters early nineties and, you know, just watching him evolve. 2 times in the scene

Eli Casdin – Casdin Capital (Manager Meetings, EP.02) Jul 15, 2021 · 1 mention

  • ▶ 16:29 Eli Casdin Someone said this at Alliance Bernstein, and I later learned that it was a Howard Marks comment, but the difference between too early and wrong is slight, right?

Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184) Mar 22, 2021 · 2 mentions

  • ▶ 26:44 Ted Seides There've been very interesting pieces recently by, in succession, Jeremy Grantham, Cliff Asness, and Howard Marks on this value versus growth spectrum. 2 times in the scene
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