• Skip to primary navigation
  • Skip to main content

Safal Niveshak

Wit. Wisdom. Value Investing.

  • Articles
  • Newsletter
  • Premium
  • Podcasts
    • The One Percent Show
    • The Inner Game
  • Books
  • Ethics
  • Contact
  • Log In
  • Mastermind
  • Show Search
Hide Search
You are here: Home / Investing / My Notes on Howard Marks’s Latest Memo: I Beg to Differ

My Notes on Howard Marks’s Latest Memo: I Beg to Differ

The Sketchbook of Wisdom: Special Rs 200 Discount till 31st July 2022

Buy your copy of the book Morgan Housel calls “a masterpiece.” It contains 50 timeless ideas – from Lord Krishna to Charlie Munger, Socrates to Warren Buffett, and Steve Jobs to Naval Ravikant – as they apply to our lives today. Click here to buy now and claim Rs 200 discount. Offer valid till 31st July 2022.


Howard Marks yesterday released his latest memo to clients of Oaktree Capital.

It was titled “I Beg to Differ.”

It’s a wonderful take on how investors must think and act differently and independently, if they aim to achieve superior investment results.

I have prepared some notes on the memo. Click here to read my notes.


If you liked this post, please share with others on WhatsApp, Twitter, LinkedIn. Or just email them the link to this post.

If you are seeing this newsletter for the first time, you may subscribe here.

Stay safe.

With respect,
– Vishal

Join 90000+ Smart Investors

Subscribe to my best stuff on investing, stock analysis, and human behaviour. Plus get access to Seven E-Books on Investing + Two Special Reports + One Stock Analysis Excel. All for FREE!

No charge. Unsubscribe anytime.

Be a part of my growing tribe. Join me on Twitter.

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

About   |   Newsletter   |   Courses   |   Books   |   Connect

Uncopyrighted & Handcrafted with in India

  • Twitter
  • Youtube
  • Instagram