292 results for "memo":
Showing 31 - 40 of 292 results
Further Thoughts on Sea Change
In his latest memo, Howard Marks provides a follow-up to Sea Change, his thought-provoking memo published in December 2022., He argues that the trends he highlighted in the original memo collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation., This memo was originally sent to Oaktree clients on May 30, 2023.
The Rewind - Us and Them
Howard reflects on this memo originally published on May 7, 2004.
The Rewind - It's All a Big Mistake
Howard reflects on this memo, originally published on June 20, 2012, with Bob O’Leary, Global Co-Portfolio Manager of Oaktree’s Global Opportunities strategy.
The Rewind - bubble.com
Howard looks back on his memo titled “bubble.com,” originally published on January 2, 2000, and credited with making his memo writing an “overnight success” after 10 years without a single response.
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet!
The Rewind - It Is What It Is
Howard reflects on this memo originally published on March 27, 2006.
The Rewind - On the Couch
Howard reflects on this memo originally published on January 14, 2016.
The Rewind - What Does the Market Know?
Howard reflects on this memo originally published on January 19, 2016., But he also draws on insights from his latest memo, Thinking About Macro , to consider what it means when the market does get it right.
Full Return World with Howard Marks and Armen Panossian
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo.
The Rewind – Lines in the Sand
Howard reflects on this memo originally published on April 18, 2017., Following up on his classic memo You Can’t Eat IRR, he discusses why financial innovations that can artificially boost IRRs, like subscription lines, should be treated cautiously and why no single performance metric tells the whole story.