Old School Value Nugget Fest (June 20th Edition)

Old School Value Nugget Fest (June 20th Edition)

June 20 links. It’s about some Howard Marks insight, the one about the worst risk-to-reward setup in history, moat erosion & a couple of informative podcasts and video.
Old School Value Nugget Fest (June 20th Edition) The Value Investing Blog of Old School Value. …