Howard Marks Latest Memo, which he recently mentioned he was working on. Contains a shoutout to Jeff Gundlach, behavioral finance, and all the latest good stuff.
Check it out below
Also see Oaktree’s Howard Marks Looks For Bargains In Distressed Energy Sector
Li Lu On Understanding Competitive Advantage In 2021
On April 9th 2021, Bruce Greenwald, the founding director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, sat down for a Fireside Chat with Li Lu, the founder and chairman of Himalaya Capital as part of the 13th Columbia China Business Conference. Q1 2021 hedge fund letters, conferences and more Read More
See the full PDF from Howard Marks here The Lessons of Oil
