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Oaktree As Investment?


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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/

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