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The Memo by Howard Marks

The Rewind: It’s All a Big Mistake

The Memo by Howard Marks · 2022-02-24 · 54 min

Episode notes

Howard reflects on this memo originally published on June 20, 2012. He discusses why understanding mistakes - both your own and others’ - is key to superior investing. He’s joined by Bob O’Leary, Global Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. You can read the memo here ( ). The memo is read by LJ Ganser.

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