Lesson 1: 00:55
Lesson 2: 03:02
Lesson 3: 04:29
Lesson 4: 05:57
Lesson 5: 09:26
Atit and I have learned from Howard Marks. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion.
Buffett famously has said, “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.” So today, we are discussing Howard Mark’s latest memo where he talks about when to sell an investment.
Howard Marks memo: https://www.oaktreecapital.com/insights/memo/selling-out
Inspiration for the episode: https://twitter.com/josephcwells/status/1482749182674976771
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