295 results for "memo":
Showing 31 - 40 of 295 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.
Is It a Bubble?
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence., During my visits to clients in Asia and the Middle East last month, I was often asked about the possibility of a bubble surrounding artificial intelligence, and my discussions gave rise to this memo., I took the quote that opens this memo from Derek Thompson’s November 4 newsletter entitled “AI Could Be the Railroad of the 21st Century., As I wrote in my January memo On Bubble Watch, bubbles are temporary manias in which developments in those areas become the subject of what former U.S., Derek Thompson, who supplied the quote with which I opened this memo, ended his newsletter with some terrific historical perspective: The railroads were a bubble and they transformed America.
The Rewind - On the Couch
Howard reflects on this memo originally published on January 14, 2016.
The Rewind - It Is What It Is
Howard reflects on this memo originally published on March 27, 2006.
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 - 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 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.
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.