market cycles – BRANDON DONNELLY

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All posts tagged “market cycles”

July 10, 2023

If it’s cheap, buy it

Reading Howard Marks’ investment memos is up there with reading Paul Graham’s essays. You just need to do it. Howard’s latest is about “taking the temperature” of the market and I think you’ll find the lessons invaluable for everything from equities to residential real estate.… Read More

November 19, 2022

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The next hot thing

When I was in grad school at Penn I was active in two clubs: the real estate club and some tech/entrepreneurship club (I can’t remember the exact name). These were two areas that I was interested in and so I wanted to hang out with… Read More