Howard Marks’ interview with The Motley Fool revolves around the most important core concepts of investment, such as the nature of investment, market rules, and human weaknesses
Category: Investing Guru
Primer’s book to know Buffett-“Warren Buffett: Investor and Entrepreneur”
“Warren Buffett: Investor and Entrepreneur” is published in 2022, written by Todd. A book about Buffett by Todd A. Finkle.
a16z’s “Secrets of sand hill road” to investors and entrepreneurs
“Secrets of sand hill road” is a practical book written by key members of the management team of Andreessen Horowitz, one of the top, mainstream, and still very active Silicon Valley venture capital firms.
Seeking facts is the first step in investment
The better you know the facts, and the more facts you know, the better you do as an investor.
“Benjamin Graham on Value Investing”, Graham’s bio book
“Benjamin Graham on Value Investing” mainly talks about two things:
-“Graham’s life, and this book is also equivalent to Graham’s biography. I have read another biography of Graham, which I personally found to be more interesting.
-“Value investing” advocated by Graham.
Investors hope everything will develop as they wish
But hope does not necessarily happen. Expectation is an imagination that may not come true. Reality and expectation are always two ends of the scale.
The importance of cash, Apple’s experience in using cash
Apple, managed by Steve Jobs, adopted a conservative financial policy and reserved more cash for the company’s research and development and operations. This was not unreasonable at the time, but Cook’s financial management was more efficient.
Memory is an edge to investment success
The quality of memory is also a part of an investor’s circle of competence.
2025 Berkshire Shareholder Meeting transcript and video
Video and transcript of the 2025 Berkshire Shareholder Meeting
Buffett’s most important original book “Tap Dancing to Work”
I personally rate “Tap Dancing to Work” very highly, because there are many contents in the book that can fully explain and make people understand why Buffett’s many investment views come and go.