Category Archive

Howard Marks recently released a memo to his clients titled – Which Way Now, in which he discusses the bull and bear cases for the current environment, oil, and the government programs. He finishes his memo with the following quote: The most important thing is to be ready to respond … Read More

Here’s a great discussion with Howard Marks and his team at Oaktree discussing the credit markets and relative value in today’s market. During the discussion Marks provides a key insight into what he’s been speaking about over the past few months which is while no one could have predicted this … Read More

Here’s a great short interview with Howard Marks speaking on CNBC in which he discusses the dilemma that ever investor faces in a falling market. When do you pull the trigger when you see stocks that look cheap? Here’s an excerpt from the interview: Q. What do you think is … Read More

Howard Marks recently released his latest Memo titled – Nobody Knows II, in which he discusses his view on the coronavirus and its impact on markets saying: Over the last few weeks, I’ve been asked repeatedly for my view of the coronavirus and its implications for the markets.  I’ve had … Read More

As a new weekly feature here at The Acquirer’s Multiple, we’re going to take a look at the latest activist positions from some of our favorite superinvestors based on their latest 13D/13G filings. Activist investors like Warren Buffett, Carl Icahn, David Einhorn, Bill Ackman, Paul Singer, Howard Marks. John Paulson, … Read More

During his recent interview on CNBC Howard Marks was asked his thoughts on investor psychology as the market briefly tumbled 1011 points due to coronavirus fears. Marks provided some great insights into the importance of thinking like an investor in periods of uncertainty. Here’s an excerpt from the interview: Scott … Read More

In this interview with Shane Parrish on The Knowledge Project Podcast, Howard Marks provides some great insights into the importance of looking stupid in order to become a successful investor. Here’s an excerpt from the interview: Some people don’t get contrarian thinking. And one of the things I say is … Read More

We’ve just been reading Howard Marks’ latest memo titled – You Bet! in which he discusses an observation he made when he was seventeen after reading the book Decisions Under Uncertainty: Drilling Decisions by Oil and Gas Operators by C. Jackson Grayson, Jr. His observation was that you can’t tell … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Here’s a great excerpt from Howard Marks’ recent interview on Real Vision. During the interview Marks explains how the structure of the Oaktree Capital Funds protects investors from themselves when the ‘herd’ wants to withdraw funds saying: “First of all we have the confidence of our investors. Secondly, the money … Read More