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The Memo by Howard Marks
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The Rewind: bubble.com

53 min•21 december 2020

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.

To view the referenced graphics, see the original memo here (https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf?sfvrsn=37bc0f65_2). 

The memo is read by LJ Ganser.

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