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most-important-thing-in-investing-howard-marks

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Apply Howard Marks investing judgment for second-level thinking, price versus value, risk control, cycles, contrarianism, and defensive investing.

skills/most-important-thing-in-investing-howard-marks/SKILL.md

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# The Most Important Thing — Risk Investing Skill

**Knowledge source:** *The Most Important Thing* by Howard Marks.

## Overview

Use this skill to evaluate investment opportunities, portfolio posture, market temperature, risk compensation, and contrarian decisions through Howard Marks's multi-factor framework. It supports investors asking whether to buy, hold, sell, wait, or become more defensive.

## When to Use This Skill

Use this skill when the user asks:
- "Is this asset worth buying?"
- "What risks am I missing?"
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