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Howard Marks: Non consensus views

“To achieve superior investment results, you have to hold non consensus views regarding value, and they have to be accurate. That’s not easy. The attractiveness of buying something for less than it’s worth makes eminent sense. So how is one to find bargains in efficient markets? You must bring exceptional analytical ability, insight or foresight. But because it’s exceptional, few people have it.”

—Howard Marks.


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