The Minutes of Howard Marks on data https://minutesof.com/howard-marks/on/data/ Everything Howard Marks has said on data: 2 verbatim quotes from June 2022, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:28 +0000 Marks says readily available quantitative data cannot make you superior because everyone has the same informat https://minutesof.com/q/45c4865f-ee06-4ada-928f-3355a94e4c06/ https://minutesof.com/q/45c4865f-ee06-4ada-928f-3355a94e4c06/ “readily available quantitative information about the present can't help you be superior as an investor, or it's not sufficient to be superior.” — Goldman Sachs Thu, 30 Jun 2022 15:18:25 +0000 data Marks argues readily available quantitative data cannot make you superior because everyone has access to it. https://minutesof.com/q/846aef76-f3a2-4cf0-b659-bf69ef31ceef/ https://minutesof.com/q/846aef76-f3a2-4cf0-b659-bf69ef31ceef/ “You have to understand that and process it, but it's not enough because everybody else has it readily available and it's quantitative, so everybody can process it.” — Goldman Sachs Thu, 30 Jun 2022 15:18:25 +0000 data