298 results for "memo":
Showing 51 - 60 of 298 results
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 Folly of Certainty (Audio)
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing.
The Impact of Debt
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: 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., The response to the memo was favorable, hopefully because people found the content valuable, but quite possibly because it was only three pages long versus the usual ten to twelve., Thus encouraged, I’m following up with another short memo., (Unless otherwise indicated, this memo is the source of the quotations that follow; in all cases, emphasis is in the original.), In that memo, I used a series of simple graphics to show that the lower a company’s debt load is, the greater the decline in fortune it could survive.
On Bubble Watch (Audio)
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks., His newest memo revisits the subject of bubbles.
Something of Value (Audio)
Howard Marks writes in his latest memo how he views the art and science of value investing, especially in the increasingly efficient and complex world we face today.
Performing Credit Quarterly 1Q2023
As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.
Taking the Temperature (Audio)
In his latest memo, Howard Marks discusses five market calls he’s made during his career.
AI Hurtles Ahead (Audio)
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations.
The Rewind - The Route to Performance
We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.
Lessons from Silicon Valley Bank (Audio)
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse.