Episode 3
The Rewind: bubble.com
The Memo by Howard Marks · Oaktree Capital Management
December 21, 202052m 44s
Audio is streamed directly from the publisher (rss.art19.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.