rogermunibond Posted September 25, 2009 Posted September 25, 2009 For those of you who are Howard Marks fans... His letters dating back to 1990 are now available on the Oaktree Capital web site. http://www.oaktreecapital.com/memo.aspx
txlaw Posted September 25, 2009 Posted September 25, 2009 Excellent! Thanks for letting us know about this. Looks like I'm gonna have a lot of reading material for the weekend.
arbitragr Posted September 26, 2009 Posted September 26, 2009 nice ... thanks for pointing that out. im a big marks fan.
ExpectedValue Posted September 27, 2009 Posted September 27, 2009 I managed to combine all the memos into one PDF: http://streetcapitalist.com/2009/09/26/oaktree-capital-memos-from-our-chairman-1990-2009/
rrockw Posted September 29, 2009 Posted September 29, 2009 Thanks TariqAli that is very useful. If anyone hasn't read the letters I would suggest that you do so. He has some very powerful ideas that need to be added to any investor's mental checklists.
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