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Memo to: Oaktree Clients From: Howard Marks Re: Something ...
Warren Buffett, Graham’s style emphasized the search for pedestrian companies whose shares were selling at discounts from liquidation value based on the assets on their balance sheets, which Buffett likened to searching the street for used cigar butts that had one last puff left in them. It is this style that
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www.oaktreecapital.comRe: The Winds of Change . The last 20 months have been a most unusual period, thanks primarily to the pandemic, yet many things feel like they haven’t changed over that time span. Each day seems like all the others. Nancy and I mostly stay home and deal with email and Zoom calls – whether relating to work matters or grandchildren.
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www.oaktreecapital.cominvesting in real estate oaktree insights ... The global real estate market is enormous, with the commercial real estate market estimated at $14 trillion in the U.S. alone. This paper does not intend to break down the entire real estate market, but rather provide insight into some of the markets, where
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www.oaktreecapital.comphotography titans Kodak and Polaroid, drug companies like Merck and Eli Lilly, tech companies including Hewlett Packard and Texas Instruments, and advanced marketing/consumer goods companies such as Coca -Cola and Avon. These companies’ stocks carried very high price/earnings ratios, reaching up to 80 and 90. Obviously,
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www.oaktreecapital.comIG Corporate Bond Index CMBS Index HY Bond Index Leveraged Loan Index CLO Index S&P 500 Index ABS Index 10-year Treasury 1.00 IG Corporate Bond Index 0.75 1.00 CMBS Index 0.77 0.88 1.00 HY Bond Index (0.06) 0.48 0.36 1.00 …
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THE WARREN BUFFETT WAY
www.sfu.caWarren Buffett is one of the most successful stock market investors of the past 30 years. His entire approach is to focus on the value of the business and its market price. Once Buffett find s a business he understands and feels comfortable with, he acts like a business owner rather than a stock market speculator. He studies everything possible