site:oaktreecapital.com

Where to buy that 7% credit https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation 10 comments 29/1/2025 bogleheads

Howard Marks Memo - Fewer Losers, or More Winners? https://www.oaktreecapital.com/docs/default-source/memos/fewer-losers-more-winner.pdf?sfvrsn=674d5266_3 2 comments 14/9/2023 securityanalysis

Sea Change https://www.oaktreecapital.com/insights/memo/sea-change 9 comments 13/12/2022 securityanalysis

The Illusion of Knowledge https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge 4 comments 10/9/2022 securityanalysis

Howard Marks Memo - I Beg To Differ https://www.oaktreecapital.com/insights/memo/i-beg-to-differ 5 comments 26/7/2022 securityanalysis

Howard Marks Memo - Bull Market Rhymes https://www.oaktreecapital.com/docs/default-source/memos/bull-market-rhymes.pdf?sfvrsn=df8b4b66_9 7 comments 26/5/2022 securityanalysis

Howard Marks Memo - The Pendulum in International Affairs https://www.oaktreecapital.com/docs/default-source/memos/the-pendulum-in-intl-affairs.pdf 3 comments 23/3/2022 securityanalysis

Howard Marks: Selling Out https://www.oaktreecapital.com/docs/default-source/memos/selling-out.pdf 6 comments 13/1/2022 securityanalysis

Howard Marks Memo - The Winds of Change https://www.oaktreecapital.com/docs/default-source/memos/the-winds-of-change.pdf 4 comments 23/11/2021 securityanalysis

Howard Marks Memo - 2020 In Review https://www.oaktreecapital.com/docs/default-source/memos/2020inreview.pdf 3 comments 16/3/2021 securityanalysis

Something of Value - Howard Marks https://www.oaktreecapital.com/docs/default-source/memos/something-of-value.pdf 16 comments 11/1/2021 securityanalysis

Negative Interest Rates and FIRE https://www.oaktreecapital.com/docs/default-source/memos/mysterious.pdf 38 comments 18/10/2019 financialindependence

New Howard Marks Memo: Mysterious https://www.oaktreecapital.com/docs/default-source/memos/mysterious.pdf 6 comments 17/10/2019 investing

Howard Marks of Oaktree's Letter - (Credit) Deals He Passed On https://www.oaktreecapital.com/docs/default-source/memos/the-seven-worst-words-in-the-world.pdf 3 comments 21/1/2019 investing

Brilliant read on Passive vs Active investing. https://www.oaktreecapital.com/docs/default-source/memos/investing-without-people.pdf?sfvrsn=8 13 comments 21/11/2018 investing

Oil's "Blood on the streets" moment. http://www.oaktreecapital.com/MemoTree/The%20Lessons%20of%20Oil.pdf 4 comments 15/1/2015 stocks

How about a weekly investor letter? http://oaktreecapital.com/MemoTree/Getting%20Lucky_2014_01_16.pdf 3 comments 23/9/2014 investing

This is a great read for any value investor : Howard Marks on risk - what it is (chance of permanent loss if capital), what it's not (volatility), and how measuring the probability of loss is like measuring the probability of rain http://oaktreecapital.com/memotree/risk%20revisited.pdf 13 comments 5/9/2014 investing