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Full Version: How Low Rates Are a Game-Changer for Asset Valuation (Howard Marks & Joel Greenblatt)
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Are we in a bubble?

How should we think about loss making companies? Should GAAP accounting keep up?

Interest rate trends, monetary policy predictions, FAAMNGs, the "Something of Value" Memo and more.
These 2 esteemed investors have close to a 100 years of cumulative experience and it is illuminating.

Having a happy life: Ignoring your peer who earned 2million last year, and finding the peace with my 22k/annum job.