303 results for "memo":
Showing 61 - 70 of 303 results
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.
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.
Lessons from Silicon Valley Bank (Audio)
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse.
The Rewind - The Route to Performance
We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.
The Archive: You Bet!
In his 2020 memo You Bet!, , the first release from The Memo by Howard Marks: The Archive, an audio library we're creating of the memos Howard has published over the last 34 years.
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.
The Indispensability of Risk (Audio)
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking.
Bull Market Rhymes (Audio)
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it.