Chroma Investing

Value Investing for beginning & small time investors and the value investing strategies of Graham & Klarman

Howard Marks Memo on the U.S. Debt

One of my favorite speakers at the Value Investing Congress, my favorite Value Investing Conference, in May was the well known value investor in the behavorial finance tradition, Howard Marks. He recently wrote one of his infamous memos to his Oaktree Clients. This one puts sovereign debt in the bullseye. The United States in particular. […]

Einhorn and a Macro Evaluation

Greenlight capital, run by David Einhorn, released their quarterly letter to its partners last week. In light of what is going on in Europe today, it seems his scathing analysis of the macro world couldn’t be more on the money. You can download the Greenlight partner letter here.¬†Of course it is interesting to note that […]

  • Subscribe to Chroma Investing

  • Categories

  • Archives