Topic Archives: Howard Marks

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  • The classic ones I like, to give some perspective, are The Little Book that Beats the Market (Greenblatt) and One Up on...

  • Thanks, Travis. What do you think of the Oaktree Acquisition Corp. (OAC) merger with Hims & Hers? Howard Marks is gener...

  • Thanks, Travis. Any view on Oaktree Acquisition Corp. (OAC)? Howard Marks is normally quite good at making money. OAC i...

  • Regarding BAM, how does Oaktree / Howard Marks figure into the case for BAM?...

  • Sharon, I'm so glad you enjoyed the Howard Marks memo! I don't know if you are familiar with him or not. If not, ...

  • Re Howard Marks. It is a wonderment to me how two people read the same paper and come to opposite conclusions as to the ...

  • Howard Marks explains it better than me: https://www.oaktreecapital.com/docs/default-source/memos/what-does-the-market...

  • Strongly disagree. I think both strategies can work (and both can go sour as well). But if you pick the right stoc...

  • I is NOT easy shared by John M here: http://www.stockgumshoe.com/2015/08/an-auspicious-conversation-with-aurinia-ceo-st...

  • Howard Marks, the brilliant hedge fund manager at Oaktree Capital, would say you are a second-level thinker - and that's...

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