Tag Archives: Howard Marks

Oaktree Capital Group (OAK) – Strong as an Oak ?

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Oaktree Capital is an US-based listed asset manager specializing in alternative assets and more specifically in “distressed” securities. Co-founder Howard Marks became quite famous and is one of the most intelligent people in the investment industry. I had reviewed his book 5 years ago and read everything he writes with great interest.

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Oaktree is clearly one of the “Highest quality” names in Alternative Asset Management with a very good long-term track record. A reader mentioned Oaktree in the “ideal company post” and as I had them on my list anyway I decided to make this my first analysis for 2017.

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Lesenwertes – Rückspiegel KW 23

Must read: Tweedy Browne Annual Report 2010

Domodoran zu Groupon

Historische Recovery rates bei Sovereign Defaults

Portrait von Howard Marks auf Bloomberg

Netflix Businessmodell – so schlecht scheint es nicht zu sein

Sino Forest – langsam scheints eng zu werden….nach Muddy Waters haben jetzt mal “normale” Zeitungsreporter vor Ort recherchiert

Langfristige Betrachtung des CAPE und q für den S&P 500

Was wir lesen – Rückspiegel KW9

Aleph Blog on Buffett Shareholder Letter

Baupost Fund Letters 1995-2001 – Seth Klarman – ein “must read”

Seth Klarman Auszüge aus dem 2010er Letter

Buffett CNBC Transskript

Barrons Interview First Eagle Funds aus Dez 2010

Das Buch ist bestellt und wir hier vorgestellt (There’s Always Something to Do – The Peter Cundill Investment Approach)

Sehr gutes Interview mit Ray Dalio von Bridgewater:

Damodaran contra Buffet zu Black Scholes – Siehe auch den Buffett Shareholder Letter 2007.

Howard Marks (Oaktree) on Regulation