The Learning Hub
Six Schools of Investment Principles
Each school has its own mental models, analysis frameworks, and decision systems. Start with one school, go deep, then build across them.
Showing lessons tagged Marks — 4 resultsClear ×
Lessons tagged “Marks”
Contrarian Investingfoundational
Second-Level Thinking — The Foundation of Contrarian Investing
Howard Marks
second-level thinkingMarkscontrarian
8 min read→
Contrarian Investingfoundational
The Pendulum — Reading Market Psychology at the Extremes
Howard Marks
market psychologysentimentMarks
8 min read→
Contrarian Investingfoundational
The Courage of Conviction — Sustaining Contrarian Positions
Howard Marks
convictioncareer riskMarks
8 min read→
Market Cyclesfoundational
The Credit Cycle — The Engine Behind Every Major Market Move
Howard Marks
credit cycleMarkscredit expansion
8 min read→