jongminchung
invest
Notes
Books
KO
INVESTMENT NOTES
Videos
Investment research essays grounded in videos.
All notes
decision-making
1
howard-marks
1
risk
1
value-investing
1
video
1
All notes / 01
Newest
Oldest
Grid
List
Research note
·
2026-08-27
Why Howard Marks asks about risk before return
A critique of the central claims in The Most Important Thing and the limits of applying them to an investment process