Sveriges mest populära poddar
The Memo by Howard Marks
NäringslivInvestering

The Rewind: Dare to Be Great II

46 min•5 maj 2021

Howard reflects on this memo originally published on April 8, 2014. In the second episode of a two-part series, he asks whether investors are willing to do what is necessary in order to be great – including being willing to look wrong.

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/2014-04-08-dare-to-be-great-ii.pdf?sfvrsn=44b60f65_2).

The memo is read by LJ Ganser.

Fler avsnitt av The Memo by Howard Marks

Visa alla avsnitt av The Memo by Howard Marks
Reflections on Oaktree Conference 2026 with Howard Marks
•33 min
AI Hurtles Ahead
•46 min
Is It a Bubble?
•1 tim 7 min
Cockroaches in the Coal Mine
•24 min
A Look Under the Hood
•29 min
35 Years of Memos
•31 min
The Calculus of Value
•42 min
More on Repealing the Laws of Economics
•40 min
30 Years of Oaktree
•22 min
Nobody Knows (Yet Again)
•35 min

The Memo by Howard Marks med Oaktree Capital Management finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.