indythinker85 Posted January 2, 2013 Share 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/ Link to comment Share on other sites More sharing options...
racemize Posted January 2, 2013 Share Posted January 2, 2013 There's good info in the oak thread. Link to comment Share on other sites More sharing options...
indythinker85 Posted January 2, 2013 Author Share Posted January 2, 2013 Thanks! You have link? Not great navigating here. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 2, 2013 Share Posted January 2, 2013 http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/oak-oaktree-cap-group-llc/msg94901/#msg94901 Link to comment Share on other sites More sharing options...
racemize Posted January 2, 2013 Share 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. Link to comment Share on other sites More sharing options...
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