Liberty Posted February 20, 2012 Share Posted February 20, 2012 http://www.oaktreecapital.com/MemoTree/Assessing%20Performance%20Records%20-%20A%20Case%20Study%2002_15_12.pdf Thus timing – and in particular the selection of the beginning point and end point for studying a performance record – plays an incredibly important role in perceptions of success or failure. Link to comment Share on other sites More sharing options...
racemize Posted February 20, 2012 Share Posted February 20, 2012 This is phenomenal. Every time I read Marks, I am impressed. Link to comment Share on other sites More sharing options...
link01 Posted February 20, 2012 Share Posted February 20, 2012 This is phenomenal. Every time I read Marks, I am impressed. ditto. wish he ran a non institutional mutual fund. he's a superbly rational investor. Link to comment Share on other sites More sharing options...
racemize Posted February 20, 2012 Share Posted February 20, 2012 I've read "The Most Important Thing" and several of his letters--is there any more material to read from him? It appears that he has a huge archive here: http://www.oaktreecapital.com/memo.aspx So I'll probably just start going through those. Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 20, 2012 Share Posted February 20, 2012 Instead of downloading them individually you can download the whole set here. http://www.docstoc.com/docs/75532225/Howard-Marks-Memos-1990-2010 Link to comment Share on other sites More sharing options...
Liberty Posted February 20, 2012 Author Share Posted February 20, 2012 Instead of downloading them individually you can download the whole set here. http://www.docstoc.com/docs/75532225/Howard-Marks-Memos-1990-2010 What a horrible hosting website. Can anyone host it anywhere else? (depositfiles.com or dropbox or whatever)? Link to comment Share on other sites More sharing options...
Guest Posted February 20, 2012 Share Posted February 20, 2012 I love reading Marks' material. He seems like a really good dude. Anyone know what happened to this one? http://www.gurufocus.com/news/158812/howard-marks--what-can-we-do-for-you- I can't find it on oaktree.com either. Link to comment Share on other sites More sharing options...
augustabound Posted February 20, 2012 Share Posted February 20, 2012 I love reading Marks' material. He seems like a really good dude. Anyone know what happened to this one? http://www.gurufocus.com/news/158812/howard-marks--what-can-we-do-for-you- I can't find it on oaktree.com either. I've tried a few sites and they all say removed due to copyright infringement. I'm guessing it's for his clients eyes only. Link to comment Share on other sites More sharing options...
racemize Posted February 20, 2012 Share Posted February 20, 2012 Instead of downloading them individually you can download the whole set here. http://www.docstoc.com/docs/75532225/Howard-Marks-Memos-1990-2010 What a horrible hosting website. Can anyone host it anywhere else? (depositfiles.com or dropbox or whatever)? yeah, I couldn't get it to work either. I may download and combine them myself and host it on dropbox--if so, I'll post it. Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 20, 2012 Share Posted February 20, 2012 I have the file so if anyone can tell me where I can host it easily(except scribd). I'll post it since I was the one who made it. Link to comment Share on other sites More sharing options...
racemize Posted February 20, 2012 Share Posted February 20, 2012 I have the file so if anyone can tell me where I can host it easily(except scribd). I'll post it since I was the one who made it. I find dropbox to be the easiest/best. It's also a great service, in case you want to use it on your computer. Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 20, 2012 Share Posted February 20, 2012 Here is a link through rapidshare I hope it works for everyone this time. This is exclusive for you all. Hope you Enjoy!!! https://rapidshare.com/files/3559206207/Howard-Marks-Memos-1990-2010.pdf Link to comment Share on other sites More sharing options...
Liberty Posted February 20, 2012 Author Share Posted February 20, 2012 Thanks eclecticvalue! That took 2 seconds to download and no hassle about creating an account. Link to comment Share on other sites More sharing options...
kiwing100 Posted February 21, 2012 Share Posted February 21, 2012 eclecticvalue - Thank you for sharing Link to comment Share on other sites More sharing options...
racemize Posted February 23, 2012 Share Posted February 23, 2012 Hi All, similar to Leucadia, I wanted all the letters in one pdf. Here's one with yearly bookmarks, better formatted dates, and all current letters: http://dl.dropbox.com/u/14968/Oaktree%20%282012%29.pdf Link to comment Share on other sites More sharing options...
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