Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing

Andrew Marks

👤 Person
330 total appearances

Appearances Over Time

Podcast Appearances

Acquired
Howard Marks & Andrew Marks: Something of Value

And I think it's really interesting.

Acquired
Howard Marks & Andrew Marks: Something of Value

And to me, I find it to be, yeah, really, really thought provoking.

Acquired
Howard Marks & Andrew Marks: Something of Value

Yeah.

Acquired
Howard Marks & Andrew Marks: Something of Value

I mean, I think you just have to find the type of thing that suits you.

Acquired
Howard Marks & Andrew Marks: Something of Value

And I like being an optimist and I like thinking about, well, what could this be if it works?

Acquired
Howard Marks & Andrew Marks: Something of Value

And there are other people that like saying, well, this company clearly sucks, but it doesn't suck as much as everyone thinks.

Acquired
Howard Marks & Andrew Marks: Something of Value

Or people think this business is going to die, but I think it's only going to be maimed or something.

Acquired
Howard Marks & Andrew Marks: Something of Value

That's an incredibly valuable skill to have and you can make incredible returns doing that.

Acquired
Howard Marks & Andrew Marks: Something of Value

It's just not in my nature.

Acquired
Howard Marks & Andrew Marks: Something of Value

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.

Acquired
Howard Marks & Andrew Marks: Something of Value

That sounds like a theme between father and son.

Acquired
Howard Marks & Andrew Marks: Something of Value

Yeah.

Acquired
Howard Marks & Andrew Marks: Something of Value

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.

Acquired
Howard Marks & Andrew Marks: Something of Value

And it helps that we've been longtime, extremely close friends.

Acquired
Howard Marks & Andrew Marks: Something of Value

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.

Acquired
Howard Marks & Andrew Marks: Something of Value

And to us, what motivates all of us is having absolutely world-class returns over a long period of time.

Acquired
Howard Marks & Andrew Marks: Something of Value

Yeah.

Acquired
Howard Marks & Andrew Marks: Something of Value

But I would say it's not competitive with others.

Acquired
Howard Marks & Andrew Marks: Something of Value

It's competition with ourselves.

Acquired
Howard Marks & Andrew Marks: Something of Value

I mean, we just want to be the best that we possibly can be.