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The Rewind: Ditto

The Rewind: Ditto

FromThe Memo by Howard Marks


The Rewind: Ditto

FromThe Memo by Howard Marks

ratings:
Length:
72 minutes
Released:
Feb 2, 2023
Format:
Podcast episode

Description

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.
Released:
Feb 2, 2023
Format:
Podcast episode

Titles in the series (53)

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.