The Minutes

Howard Marks on

edge

2 entries, 30 Jun 2022 to 4 May 2026

On the recordsourced and dated, oldest first

    1. spoken

      Marks says readily available quantitative data cannot make you superior because everyone has the same information.

      “readily available quantitative information about the present can't help you be superior as an investor, or it's not sufficient to be superior.”

      30 Jun 2022 · Goldman Sachs · 37:05 · source · permalink
    1. spoken

      Marks argues readily available quantitative information cannot produce success because everyone has it.

      “readily available quantitative information about the present cannot hold the key to success, because everybody has it. Success in investing is doing better than others.”

      4 May 2026 · Nikhil Kamath · 1:22:00 · source · permalink

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