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The Memo by Howard Marks

Introducing “The Rewind”: The Route To Performance

19 min30 november 2020

Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.

The memo is read by LJ Ganser.

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