The Rewind: Something of Value
The Memo by Howard Marks · Oaktree Capital Management
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 reflects on this memo, originally published on January 11, 2021, with his son Andrew Marks. They discuss why open-mindedness – at all ages – is key when investing in a rapidly changing world. Andrew is the co-managing partner of TQ Ventures, a technology-focused venture capital firm founded four years ago that has over 80 portfolio companies.
You can read “Something of Value” here (https://www.oaktreecapital.com/docs/default-source/memos/something-of-value.pdf).
The memo is read by LJ Ganser.