The Memo by Howard Marks

The Rewind: Ditto


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Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was originally published on January 7, 2013. They examine the distinction between price and value and consider how investors might gain a competitive advantage today. This episode was recorded in November 2022.

The memo is read by LJ Ganser.

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The Memo by Howard MarksBy Oaktree Capital Management

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