160 - Valor y Precio

26 Aug 2025 · 50 min · S1 E160

Episode 160 - Valor y Precio

0:00 50:05

Un Memo de Howard Marks que brilla por la simpleza y claridad de pensamiento. Si queremos analizar opciones de inversion, todo se resume a calcular un valor y compararlo con su precio.

Recursos

Memo de don Marks

Video Gawx sobre diseño interior

Links in the notes 2

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
https://www.youtube.com/watch?v=JVeRUTAzKLI&pp=0gcJCa0JAYcqIYzv

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