Andrew Marks
👤 PersonAppearances Over Time
Podcast Appearances
And I think it's really interesting.
And to me, I find it to be, yeah, really, really thought provoking.
I mean, I think you just have to find the type of thing that suits you.
And I like being an optimist and I like thinking about, well, what could this be if it works?
And there are other people that like saying, well, this company clearly sucks, but it doesn't suck as much as everyone thinks.
Or people think this business is going to die, but I think it's only going to be maimed or something.
That's an incredibly valuable skill to have and you can make incredible returns doing that.
It's just not in my nature.
And then for us, I mean, while I'm incredibly proud of and impressed by what my dad and his partners have built, our approach is sort of totally opposite just because it suits us.
That sounds like a theme between father and son.
I mean, it's not for the sake of being opposite, but my partner Schuster and I, who we've both, since we started, have run the investment program and the sourcing and investment decisions.
And it helps that we've been longtime, extremely close friends.
And we talk all the time and we just feel like we have to really pinch ourselves that we get to do this every day, that we just love, love the investing.
And to us, what motivates all of us is having absolutely world-class returns over a long period of time.
But I would say it's not competitive with others.
It's competition with ourselves.
I mean, we just want to be the best that we possibly can be.