Episode 8
The Rewind: Dare to Be Great II
The Memo by Howard Marks · Oaktree Capital Management
May 5, 202145m 36s
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Show Notes
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.