indythinker85 Posted January 2, 2013 Posted January 2, 2013 I have been thinking but Marks' is already managing quite a bit of money. On the other hand, I try not to copy investors, but Einhorn bought a week after the IPO. Also, Doubleline has great AUM growth, and it seems to just be picking up. I have read sell side reports, and they dont even mention the doubleline stake! This article I believe originally from the CFA Institute makes really good case for OAK? Any thoughts? http://www.valuewalk.com/2013/01/value-investing-in-practice-a-conversation-about-oaktree/
indythinker85 Posted January 2, 2013 Author Posted January 2, 2013 Thanks! You have link? Not great navigating here.
fareastwarriors Posted January 2, 2013 Posted January 2, 2013 http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/oak-oaktree-cap-group-llc/msg94901/#msg94901
racemize Posted January 2, 2013 Posted January 2, 2013 well, he beat me to it, in any event, use the search bar up at the top. If we have a thread, it is usually the ticker symbol in the investment ideas section.
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