Web24 de jan. de 2024 · I greatly admire Howard Marks and find his memos, including the latest, “Something of Value,” to be insightful. And yet, there were several important things missing from it, which if not ... Web13 de dez. de 2024 · In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over the last 50 years. Events in recent …
Howard Marks Memo Breakdown: “The Limits to Negativism”
Webthan being organized chronologically by memo. These are Howard’s words and I am not affiliated with Oaktree, I have simply tried to curate, organize, and distill them. Please note that this guide is something I plan to update as Howard and team release new memos – hopefully something that continues for a long time to come. Web16 de mar. de 2024 · Howard Marks (Trades, Portfolio), co-chairman of multibillion-dollar asset management firm Oaktree Capital, looked back at the investing and economic environment in 2024. The paper, titled "2024 in Review," began with a comparison of the events of the past year to Charles Dickens' famous opening lines of "A Tale of Two Cities." shops nachhaltig
What’s Missing From Howard Marks’ ‘Something Of Value’
Web15 de dez. de 2024 · Howard Marks has made his mark for decades as a deep thinker about markets. Now the co-chair of Oaktree Capital Management sees a “sea change” taking place in the investing environment, with higher interest rates, loftier inflation and less risk-taking as the new trend. In the latest of his celebrated memos to clients, Marks … WebHoward Marks Co-chairman, Oaktree Capital Management Katie Koch, Moderator Recorded: June 1, 2024 Howard Marks: In order to outperform, by definition, you have … Web5 de jan. de 2024 · In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over the last 50 years. Events in recent … shop-snack-go