The Minutes of Howard Marks on investing https://minutesof.com/howard-marks/on/investing/ Everything Howard Marks has said on investing: 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 outlines four ways to achieve superior returns: buying below value, financial structure, adding operatio https://minutesof.com/q/ce980c44-4ec9-49a7-8998-2e7e212a19d3/ https://minutesof.com/q/ce980c44-4ec9-49a7-8998-2e7e212a19d3/ “You apply the right financial structure, which also which often means leverage, you add value intrinsically to the operation, and you see it go to a premium valuation relative to what you pay.” — Barron's Fri, 12 Jun 2026 17:53:42 +0000 investing Marks calls AI the hardest thing he has ever seen in investing due to enormous uncertainty. https://minutesof.com/q/efb878ef-34a1-4337-b1ae-2fb1f4a951ba/ https://minutesof.com/q/efb878ef-34a1-4337-b1ae-2fb1f4a951ba/ “This is the hardest thing I think I've ever seen in the investment world because of this enormous degree of uncertainty.” — Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 investing