Contrarian investing at market extremes
Howard Marks argued that superior investing requires being a contrarian at market extremes, buying when others are excessively depressed and selling when they are overly optimistic.
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DORMANT · 2 MENTIONS · 2 SHOWS
- THE INSIGHT BY OAKTREE CAPITAL
- Contrarian investing at market extremes · THIS IDEA
- THE MEMO BY HOWARD MARKS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD