https://minutesof.com/howard-marks/on/positioning/ Everything Howard Marks has said on positioning: 1 verbatim quote between June 2022 and February 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:29 +0000 https://minutesof.com/q/f173097e-ac50-4e46-9190-b609c012daa2/ https://minutesof.com/q/f173097e-ac50-4e46-9190-b609c012daa2/ “Dave Swenson used my favorite two word phrase that good investing requires the adoption of uncomfortably idiosyncratic positions.” — Brookfield Mon, 23 Feb 2026 18:35:50 +0000 positioning