351 results for "Howard Marks":
Showing 171 - 180 of 351 results
The Folly of Certainty
All Rights Reserved Follow us: M emo to: Oaktree Clients From: Howard Marks Re: The Folly of Certainty The impetus for my memos can come from a wide variety of sources.
The Role of Confidence
Memo to: Oaktree Clients From: Howard Marks Re: The Role of Confidence Confidence is generally defined as belief in one’s ability to choose a course of action and execute on it.
Ruminating on Asset Allocation_TC
版權所有 關注我們： 備忘錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯 （ Howard Marks ） 主題： 關於資產配置的思考 當我出差拜訪客戶並且與他們沉浸式地探討投資和市場一連數日時，我常常會文思泉湧。
Cockroaches in the Coal Mine_TC
保 留 所 有 權 利 關 注 我 們 ： 備 忘 錄： 致橡樹資本（ Oaktree ）客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 礦井裡的蟑螂 這個比喻雖然不倫不類，但深得我心。
2021 Year-End Book Recommendations
2 0 2 1 y e a r - e n d b o o k r e c o m m e n d at i o n s A Short History of Financial Euphoria by John Kenneth Galbraith howard marks Co-Chairman This short book provides a very good description of the way market participants’ psychology swings to extremes.
Bull Market Rhymes_SC
版权所有 关注我们： 备忘录： 致橡树资本 (Oaktree Capital) 的客户 发信人： 霍华德·马克斯 (Howard Marks) 主题： 牛市的相同韵脚 虽然我喜欢在文章中引用大量的格言和警句，但我的主要清单中的数量并不算多。
The Calculus of Value_TC
保 留 所 有 權 利 關 注 我 們 ： 備 忘 錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 價值演算 7 月 28 日，我搭乘一架沒有 Wi-Fi 的飛機飛往南美洲，無法接收郵件，也沒有娛樂活動。
QLR - 2Q2022
Th a t’s w h y Oaktree has long emphasized what Howard Marks calls “second-level thinking” – i.e., asking complex questions, eschewing simple answers, and challenging conventional thinking., As Howard has often said, if investors want to be above average, including in bad times, then they need to be willing to think differently., Bruce Karsh Co-Chairman, Chief Investment Officer Pedro Urquidi Global Co-Portfolio Manager, Global Opportunities Robert O'Leary Global Co-Portfolio Manager, Global Opportunities the roundup: To p Ta keaways From Oaktree’s Q u a rterly Letters 2Q2022 oaktree insights - 2 - In today’s u n c e rtain environment, we’re reminded of a quote from Wa r ren Buffett that Howard included in his memos It’s All Good (July 2007) and The Tide Goes Out (March 2008): “It's only when the tide goes out that you find out who’s b e e n s w i m m i n g n a k e d .”
December 2023 Edition - The Roundup
The Roundup Top Ta ke aways from Oaktree’s Quarterly Letters Insights Howard Marks Co-Chairman Insights 2 2.
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