260 results for "memo":
Showing 151 - 160 of 260 results
The Folly of Certainty
It’ll be another of my “shortie” memos given the uncertain shelf life of the Biden candidacy., One is the extreme brevity of the financial memory. ” I often cite this factor, too, While these memos were on one of my favorite topics, they generated little response., Similarly, this past Saturday’s women’s final match at Wimbledon has provided a snippet for this memo., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
The Winds of Change
Yet there are changes taking place, and they’ll be the subject of this memo., All Rights Reserved Follow us: In my January memo, Something of Value, I described some of the changes technology is making in the business world., But it has to be part of a memo that purports to discuss important changes that are underway., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
investing-in-real-asset-today
Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.
Investing in Credit Today
Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.
Taking the Temperature
First, I felt the memos accurately conveyed my thinking at the key turning points in that 20-year period., Thus, I said so in the memo bubble.com, which was published as 2000 began., Here’s how I put it in a memo I wrote that day: Skepticism and pessimism aren’t synonymous., This is how things stood in March 2012, when I wrote the memo Déjà Vu All Over Again., As I wrote in that same memo: What do we know?
Further Thoughts on Sea Change
In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients., Finally, there’s what John Kenneth Galbraith called “the extreme brevity of the financial memory.”, When I got home, I wrote the memo and began to discuss its thesis., October 11, 2023 Endnotes 1 All market data cited in this memo is as of May 30, 2023., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
The Impact of Debt
My partner Bruce Karsh recently supplied me with a newspaper article about chess that inspired me to write a brief memo called The Indispensability of Risk ., Thus encouraged, I’m following up with another short memo., And at other times, I say, as I hope others say after reading my memos, “I never thought of it that way.”, (Unless otherwise indicated, this memo is the source of the quotations that follow; in all cases, emphasis is in the original.), This memorandum is being made available for educational purposes only and should not be used for any other purpose.
The Winds of Change
Yet there are changes taking place, and they’ll be the subject of this memo., In my January memo, Something of Value, I described some of the changes technology is making in the business world., But it has to be part of a memo that purports to discuss important changes that are underway., November 23, 2021 Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
On Bubble Watch
The memo had two things going for it: it was right, and it was right fast., Some of what I write here will be familiar to anyone who read my December memo about the macro picture., I’ve written about it several times in my memos, but in my opinion, I can’t do so often enough., As many of my memo readers know, I joined the equity research department at First National City Bank (now Citi) in September 1969., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
2014-04-08-dare-to-be-great-II
All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Dareto Be Great II In September 2006, I wrote a memo entitled Dare to Be Great, with suggestions on how institutional investors might approach the goal of achieving superior investment results., Most importantly for the purposes of this memo, how will you define success, and what risks will you take to achieve it?, In the memo I mentioned my favorite fortune cookie: “the cautious seldom err or write great poetry.”, This goes all the way back to the beginning of this memo, and each organization’s need to establish its creed., Some of this comes from my last memo, on the role of luck