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1/ The new Howard Marks memo contains this reference:…

"Applying the mental model of ‘mean reversion’ for a ‘fade-defying’ business model will lead to an erroneous conclusion. If the mental models are wrong, the spreadsheet model will be wrong. Period."
2/ "The onslaught of startups with readily available capital and minimal barriers to scaling means that the durability of legacy businesses has never been more vulnerable or uncertain.' Howard Marks in today's memo.

"Fight the Fade." #SanteFeInstitute…
3/ “Competitive advantage period (CAP) is how long returns above the cost of capital will be earned. CAP is similar in concept to 'fade rate.'”

Michael Mauboussin, Chair of the Santa Fe Institute's Board of Trustees…
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