Listen to the latest memo from @HowardMarksBook to hear his assessment of the critical relationship between price and value. #OaktreeInsights #OaktreePodcasts Listen:
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@Oaktree @HowardMarksBook Good listen and interesting to see @HowardMarksBook take a fairly strong stance equities are overvalued whereas in other memos, he tends to shy away from showing the cards on where he’s leaning. Telling.
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@Oaktree @HowardMarksBook Fans are the added value of your asset, called INTER. Fans feed on dreams; the more you satisfy this need, the greater your chances of making money from your asset. Send a strong signal, sign Lookman, and ensure a great football season.
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@Oaktree @HowardMarksBook Thinking about your INVESTCON approach, it would be interesting to see for each past greater bear market, how quickly you switched levels from 6 down to 1, or maybe you only came to 4 during the Corona Dip. Let us know!
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