Topic Archives: Howard Marks

March 19, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Annual Review Complete, plus another buy for the Lock Box

Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]

September 28, 2018 / Travis Johnson, Stock Gumshoe

Friday File: Emphasizing Caution… But Still Buying

I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]

April 13, 2018 / Travis Johnson, Stock Gumshoe

Friday File, Part Two: Grant’s Conference Notes

I watched the Grant’s Interest Rate Observer Conference this week via webcast, and it continues to be one of my favorite events — though I’d rather be there in person. These are some of my notes about the presentations I found most interesting… no “quick take” here, sorry, these are mostly notes and my responses. […]

September 8, 2017 / Travis Johnson, Stock Gumshoe

Friday File: MORE Insurance Blather, Valuation thoughts, and some buys and sells

Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a third of one percent, gold is up less than 2%, this is a market that is reacting to headlines pretty quickly… but […]

Comments

Travis Johnson, Stock Gumshoe on Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5 / Mar 1, 12:48pm

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

fred88 on What’s Empire’s “Buy This SPAC on October 8” Pitch About? Enrique Abeyta says it’s a “Pre-IPO deal that could make you 25 times your money” / Oct 8, 12:37am

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

fred88 on What’s Empire’s “Buy This SPAC on October 8” Pitch About? Enrique Abeyta says it’s a “Pre-IPO deal that could make you 25 times your money” / Oct 7, 7:45am

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

dnewlin on Friday File: Buys on the Edge, plus a look at Dividend Growth and Compounding / May 23, 1:04pm

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

Walsh on Quickster: Introducing ScyNexis ($SCYX), a New Antimicrobial Play / Jun 8, 1:22pm

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, ...

arch1 on Quickster: Introducing ScyNexis ($SCYX), a New Antimicrobial Play / Jun 7, 10:18pm

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

Walsh on Quickster: Introducing ScyNexis ($SCYX), a New Antimicrobial Play / Jun 7, 9:56pm

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

Walsh on Quickster: Introducing ScyNexis ($SCYX), a New Antimicrobial Play / Jun 7, 9:48pm

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

SoGiAm on First Steps and Favorite Tools for New Investors / Sep 19, 3:21am

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

JohnM on An Auspicious Conversation with Aurinia CEO Stephen Zaruby / Sep 18, 10:20pm

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