The Memo by Howard Marks
The Memo by Howard Marks
Oaktree Capital Management
The Rewind: Ditto
1 hour 11 minutes Posted Feb 2, 2023 at 5:00 am.
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Show 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.