Episode 35
The Rewind: Ditto
The Memo by Howard Marks · Oaktree Capital Management
February 2, 20231h 11m
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Show Notes
Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was originally published on January 7, 2013. They examine the distinction between price and value and consider how investors might gain a competitive advantage today. This episode was recorded in November 2022.
The memo is read by LJ Ganser.