WebJan 11, 2024 · the recognition that attractive investments come when there is a wide divergence between the price at which something is offered in the market and the actual … WebIt can be difficult for investors, especially those new to the game, to decide which approach is best for them. In this special episode of the Acquired podcast, legendary value investor …

A Conversation with Howard Marks - Epsilon Theory

WebFeb 2, 2024 · The Memo by Howard Marks. On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, … WebThe Original “Something of Value” Memo Howard and Andrew on Oaktree’s “The Memo” podcast. Sponsors: Thanks to Vanta for being our presenting sponsor for this special episode. Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. dragana malinovic

Howard Marks & Andrew Marks: Something of Value - YouTube

WebJan 28, 2024 · Howard Marks is a legendary value investor whom I greatly admire. I have been a long-time reader of his memos, which I find to be insightful, and this one, titled … WebJan 5, 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 years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed during the post-GFC (Global Financial … WebHoward Marks is a legendary value investor whom I greatly admire. I have been a long-time reader of his memos, which I find to be insightful, and this one, titled “Something of Value” was no different. In fact, I think this was one of Marks’ best memos. radio in potsdam