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The Memo by Howard Marks

The Rewind: Ditto

The Memo by Howard Marks · 2023-02-02 · 1h 12m

Episode notes

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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