schin Posted February 16 Share Posted February 16 12 hours ago, hardcorevalue said: Howard Marks is a marketer and (one of the best out there) He is a good communicator.... but I would not put him in the same vain as Ray Dalio or Jim Cramer. I like Howard Marks. But, he's a bond investor, so his equity analysis is not his wheelhouse.... or what made him famous. Link to comment Share on other sites More sharing options...
ValueArb Posted May 22 Share Posted May 22 Howard Marks is now "buying" football teams! Who said value is boring? Quote Oaktree Capital Management took ownership of Italy’s Inter Milan, one of the most storied football clubs in Europe, after its Chinese owner defaulted on a loan. The US fund has taken control of the club as of Wednesday after conglomerate Suning Holding Group Co. failed to repay €395 million ($428 million), Oaktree said in an emailed statement. The collateral backing the debt was a majority stake in the football club. https://www.bloomberg.com/news/articles/2024-05-22/oaktree-says-it-has-taken-ownership-of-inter-milan-football-club Link to comment Share on other sites More sharing options...
Gamecock-YT Posted May 22 Share Posted May 22 Both the big Milan football clubs owned by financial companies that took them over via debts defaulting is quite the story. Link to comment Share on other sites More sharing options...
DooDiligence Posted May 22 Share Posted May 22 My favorite defender played at AC his entire career. Who was it (no Googling)? Link to comment Share on other sites More sharing options...
Baklava Posted May 22 Share Posted May 22 (edited) Paolo Maldini Edited May 22 by Baklava Link to comment Share on other sites More sharing options...
DooDiligence Posted May 22 Share Posted May 22 2 minutes ago, Baklava said: Paolo Maldini Vincitore, vincitore, cena di pollo! Link to comment Share on other sites More sharing options...
John Hjorth Posted May 22 Share Posted May 22 2 hours ago, Gamecock-YT said: Both the big Milan football clubs owned by financial companies that took them over via debts defaulting is quite the story. It would look great on a business card : business card English [UK] version [small print, below name, next to "CEO" <or whatever>, "football club owner, by default", business card English [US] version [small print, below name, next to "CEO" <or whatever>, "soccer club owner, by default". [J/K] 1 hour ago, DooDiligence said: Vincitore, vincitore, cena di pollo! ¿Eh? Link to comment Share on other sites More sharing options...
ValueArb Posted May 23 Share Posted May 23 19 hours ago, John Hjorth said: It would look great on a business card : business card English [UK] version [small print, below name, next to "CEO" <or whatever>, "football club owner, by default", business card English [US] version [small print, below name, next to "CEO" <or whatever>, "soccer club owner, by default". [J/K] ¿Eh? Howard Marks CEO, Inter Milan Vincitore, vincitore, per defaltam Link to comment Share on other sites More sharing options...
Spooky Posted May 23 Share Posted May 23 23 hours ago, DooDiligence said: Vincitore, vincitore, cena di pollo! That AC Milan team with Maldini was so classy. Link to comment Share on other sites More sharing options...
yesman182 Posted July 16 Share Posted July 16 On 2/15/2024 at 10:54 AM, gfp said: I'm pretty impressed with Guy Spier lately. He basically hasn't made a trade (that is reportable in a 13F at least) since Q2 2021. https://www.dataroma.com/m/m_activity.php?m=aq&typ=a https://www.dataroma.com/m/holdings.php?m=aq https://dataroma.com/m/holdings.php?m=aq Looks like he is long coal now. Link to comment Share on other sites More sharing options...
Luke Posted July 18 Share Posted July 18 On 7/16/2024 at 4:09 PM, yesman182 said: https://dataroma.com/m/holdings.php?m=aq Looks like he is long coal now. COAAAAAAAAAAAAAAAALLLLLL #coaltwitter Link to comment Share on other sites More sharing options...
Luke Posted July 18 Share Posted July 18 Guy buying the dip on Coal is a good sign, but probably just his dividends reinvested so not much more Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted July 18 Share Posted July 18 Greenhaven continues to add to Arrow as a large owner. Arrow I would say is a cannibal. Link to comment Share on other sites More sharing options...
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