The Minutes of Howard Marks on distress https://minutesof.com/howard-marks/on/distress/ Everything Howard Marks has said on distress: 2 verbatim quotes from June 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:28 +0000 Marks argues companies are not failing and investors paint software concerns with too broad a brush. https://minutesof.com/q/9aa3f218-4fb9-4cb6-8cb2-3716efb950dd/ https://minutesof.com/q/9aa3f218-4fb9-4cb6-8cb2-3716efb950dd/ “It I I think there's an expectation. And and, you know, investors tend to paint things with the broad brush and not make fine distinctions.” — Barron's Fri, 12 Jun 2026 17:53:42 +0000 distress Marks believes market worry about software sector distress is excessive and outcomes will be better than expec https://minutesof.com/q/80b5165b-79f7-4866-8977-fdb412e9eb68/ https://minutesof.com/q/80b5165b-79f7-4866-8977-fdb412e9eb68/ “I think today, if you could if you could ascertain people's expectations, I personally think that the that the level of worry and the universality of worry with regard to software is probably excessive.” — Barron's Fri, 12 Jun 2026 17:53:42 +0000 distress