Another month, another set of queries. Markets too expensive? Shouldn’t we wait before investing? If you haven’t read, the same question I tried to find an answer in May 2021 with this note. One month has passed. The Sensex 30 is up 6% since then (as of June 18, 2021) in a sort of fast […]
A price to pay – Investing Masterclass
Howard Marks, a founder and principal at Oaktree Capital, is considered a legend in investing. He also writes a memo regularly describing how he sees the world, economic environment, own investing philosophy, and many other things. While each of his memos is to be savoured, a one particularly interesting one is from April 2007. It […]