Archives for November 2022

My Notes on Howard Marks’s Latest Memo: What Really Matters

The Sketchbook of Wisdom: Get Your Copy Now

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Howard Marks yesterday released his latest memo to clients of Oaktree Capital.

It was titled “What Really Matters?”

It’s a wonderful take on what investors must focus on and what they must avoid to achieve superior investment returns.

I have prepared some notes on the memo. Click here to read my notes.

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With respect,
– Vishal

StockTalk Nov. 2022 (Prime Exclusive)

Here is the November issue of StockTalk, a Prime members exclusive, that contains analysis of a leading Indian company in the financial services space.

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If you are not a member, please consider joining the Mastermind Membership to access my most comprehensive value investing course, plus practical, time-tested ideas in investing, human behaviour, business analysis, and decision making, and get onto the path of becoming a better version of yourself.

The Investor’s Manifesto (2022)

This is for you. This is from someone like you.

It is an Investor’s Manifesto.

It is something you can reflect back on if you ever felt stuck in your investing life.

If you believe in it, follow it, and stand for it, your investing life will be good.

Click here to download the manifesto.

Read it. Print it. Frame it. Face it. Remember it. Do it.

This is YOUR Manifesto.

And if you find value in it, please share it.