I have spent the last four hours reading this collection. The amount of investing gold from Howard Marks of Oaktree Capital is incredible. I would download and save in case this is taken down. Enjoy.
Edit: Already taken down. Here is direct URL: http://www.oaktreecapital.com/memo.aspx
I've read marks for years, but have regretted each time I read a letter on his website but forgot to save it. Thanks!
ReplyDeleteIt is great stuff. Any thoughts on other hedge fund letter collections out there?
ReplyDeleteFor those who find scribd as annoying as I do, Mark's letters are currently archived on Oaktree's website: http://www.oaktreecapital.com/memo.aspx
ReplyDelete