About this episode

In this episode, the hosts discuss Howard Marks' memo on the calculus of value and its implications for investors.

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

People in this episode

Hosts: Andrew Kuhn, Geoff Gannon

Topics covered

• value investing
• financial analysis
• investment strategies
• Howard Marks
• market insights

Keywords

• Howard Marks
• value investing
• investment memo
• Oaktree Capital
• financial insights

Mentioned in this episode

Organizations: Oaktree Capital, Inside Arbitrage, QuickFS

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