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Informationen zum Autor Howard Marks is chairman and cofounder of Oaktree Capital Management, a Los Angeles-based investment firm with seventy-five billion dollars under management. He holds a bachelor's degree in finance from the Wharton School and an MBA in accounting and marketing from the University of Chicago. He is the author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor . Bruce C. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic director of the Heilbrunn Center for Graham & Dodd Investing. He is the coauthor of The Curse of the Mogul: What's Wrong with the World's Leading Media Companies . Klappentext Distilling the wisdom of Marks' celebrated client memos into a single volume and, for the first time, making his time-tested investing philosophy available to general readers, this book has been widely acclaimed by professional, casual, aspiring, and armchair investors. Zusammenfassung Distilling the wisdom of Marks' celebrated client memos into a single volume and! for the first time! making his time-tested investing philosophy available to general readers! this book has been widely acclaimed by professional! casual! aspiring! and armchair investors. Inhaltsverzeichnis Introduction The Most Important Thing Is... 1. Second-Level Thinking 2. Understanding Market Efficiency (and Its Limitations) 3. Value 4. The Relationship Between Price and Value 5. Understanding Risk 6. Recognizing Risk 7. Controlling Risk 8. Being Attentive to Cycles 9. Awareness of the Pendulum 10. Combating Negative Influences 11. Contrarianism 12. Finding Bargains 13. Patient Opportunism 14. Knowing What You Don't Know 15. Having a Sense for Where We Stand 16. Appreciating the Role of Luck 17. Investing Defensively 18. Avoiding Pitfalls 19. Adding Value 20. Pulling It All Together...
