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.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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.

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