Banca March y Howard Marks: The Truth about Investing

El viernes, 24 de mayo, tuvo lugar en el Auditorio Azul de la Fundación Juan March de Madrid una conferencia a cargo de Howard Marks, Socio Fundador de Oaktree Capital Management, considerado como uno de los inversores más relevantes y dinámicos de nuestro tiempo.
El Sr. Marks incidió en la importancia de diferenciar entre comprar bien y no solo bueno, conocer bien a las empresas e industrias en las que se invierte, no intentar predecir el futuro a corto plazo y tener muy claros los riesgos que asumimos en las carteras.

Пікірлер: 36

  • @Knowledge.to_Come
    @Knowledge.to_Come4 жыл бұрын

    Howard marks: the best explanation for why its better to buy the dip than to buy the rally!

  • @davidcoard1978

    @davidcoard1978

    4 жыл бұрын

    Such clarity of explanation.

  • @varunjain7895
    @varunjain78955 жыл бұрын

    Sheer brilliance by Howard Marks...

  • @cineknt
    @cineknt4 жыл бұрын

    Howard Marks and his explanations are amazing. My favorite investor next to Warren Buffett and Charlie Munger.

  • @Theo-dj7vs

    @Theo-dj7vs

    4 жыл бұрын

    Anyone who respects Warren buffet does not know shit about investing...Warren buffet is a shill

  • @ganeshlokesh408

    @ganeshlokesh408

    4 жыл бұрын

    @@Theo-dj7vs I hope you're kidding..

  • @mroxo77

    @mroxo77

    Жыл бұрын

    Charlie Munger sleeps most of the times and what he says, most of the times is rather rude than educational.

  • @tymurmylosvietov4120
    @tymurmylosvietov4120 Жыл бұрын

    Amazing investor, teacher and person. Go and read his books, guys! Thanks Mr. Marks!

  • @spikedart9323
    @spikedart93232 жыл бұрын

    Geat lecture, stuff everybody should know before starting investing.

  • @Sunrise_blueSky
    @Sunrise_blueSky3 жыл бұрын

    I keep coming back rewatching this many times to keep remind myself. I see myself one day I’m going to be a millionaire from doing this.

  • @danielleon5074

    @danielleon5074

    Жыл бұрын

    Same here!

  • @twilightbin
    @twilightbin3 жыл бұрын

    These days I see a lot of people buy high and the stocks go even higher and the low stocks seem to just stay low.

  • @chiawildy563

    @chiawildy563

    3 жыл бұрын

    To quote Marks, "Its human nature."

  • @bernardting3361
    @bernardting33613 жыл бұрын

    Excellent analysis

  • @chessdad182
    @chessdad1823 жыл бұрын

    Genius

  • @analyst1777
    @analyst17773 жыл бұрын

    What is the stock indicator that shows a stocks true entrensic value?

  • @vnymachado
    @vnymachado3 жыл бұрын

    Does anyone have this presentation?

  • @Dreamscometrue250
    @Dreamscometrue2504 жыл бұрын

    Thank you

  • @thechadmode9978
    @thechadmode99782 жыл бұрын

    this video aged well.

  • @dariusashouri2439
    @dariusashouri24393 жыл бұрын

    Gold Gold Gold

  • @abdullilahqadeer1901
    @abdullilahqadeer19014 жыл бұрын

    2:15

  • @investireocaminho33
    @investireocaminho333 жыл бұрын

    great

  • @juanmanuel-io6cc
    @juanmanuel-io6cc Жыл бұрын

    Alguien lo tendrá en español ?

  • @mgtazco
    @mgtazco3 жыл бұрын

    Starts @ 2 min.

  • @ambrosepereziii6460
    @ambrosepereziii64604 жыл бұрын

    4 is not bad you could leap frog over everyone else if you know the market @ 54-56

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 Жыл бұрын

    HM AT 3 MINUTES APPROX

  • @rowanwood5397
    @rowanwood53973 жыл бұрын

    i really like Howard's practical approach, down to earth logic and decision making. But I want to know how he is picking his stocks, specifically. Does he invest in FAANG? he knows that all you need to do is pick one good stock, the next apple, and ride that through as much of its exponential growth phase as possible. so how do you pick the next apple? is it not blatantly obvious to everyone which stocks are the next apple? or do we have delusions or illusions about these super stocks as he called them?

  • @Michael_NV

    @Michael_NV

    26 күн бұрын

    He is not buying next anything.

  • @tusharprasad2734
    @tusharprasad27343 жыл бұрын

    This talk assumes that market tops and bottoms are known, and can be easily timed 🤗

  • @andso7068

    @andso7068

    2 жыл бұрын

    Quite the opposite.... To know how to time the market, would imply that you can predict the future. Marks literally said people don't. Hence why he emphasizes on reading sentiment and productivity to guage the current position of the cycle.

  • @stacknsat
    @stacknsat4 жыл бұрын

    1 dislike 6k views wow

  • @shashayee6210
    @shashayee62103 жыл бұрын

    The shallow report bioinformatically chew because comic increasingly sigh until a abhorrent active. soggy, raspy way