Howard Mark's most recent memo: https://www.oaktreecapital.com/insights/howard-marks-memos … Probably one of my favorite to date. Pokes fun at all the dodo stuff that's been going on in recent years.
Replying to @ValueStockGeek
One thing that I've respected about Marks from the beginning is that he isn't afraid to share his honest, yet well-reasoned, opinion. A man of facts in a world dominated by fiction.
12:07 AM - 24 Oct 2018
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