Read the latest memo from @HowardMarksBook to learn about the magnetic influence that value ultimately exerts on price. #OaktreeInsights Read:
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@Oaktree @HowardMarksBook The greatest - I have been reading his memos for years but today's tone was a bit different from recent ones. He definitely expresses more concern on today's stock market levels - "worrisome" was the word. @markoinny
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@Oaktree @HowardMarksBook As a French long-term investor, I always look forward to your memos. This one is a perfect weekend read, and here in France, August 14th is a holiday, so we have extra time to reflect on the difference between price and value. Merci, Howard.
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@Oaktree @HowardMarksBook @HowardMarksBook @Oaktree how does a small investor primarily invested in low cost stock etfs (like an SP500 etf) diversify and access bond investments via closed end bond funds (so as to not be diluted in open ended bond funds as no money rushes in and out?
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