Category: STE Stocks Investing

The Memo All the Serious Investor Should Read

"When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something, and that goes double for his book," Warren Buffett has said.

 Here  ( Click )  is the latest memo from Howard Marks on " Expert Opinion " ! 

Quoted below summary on his view about  expert opinion and making economic forecast .

// Quote //

My Opinion of Opinions

Portfolio Update as of Jan 2017

"One of the
funny things about the stock market is that every time one person buys, another
sells, and both think they are astute." – William Feather.

This is my first blog post in 2017 and would like to update
my portfolio & holding.  I will try not
to justify my buy and sell here as above quoted , every sell and buy have their
own story or narrative and justification behind that and the