The Memo by Howard Marks

The Rewind: It’s All a Big Mistake

Feb. 24, 2022

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 (https://www.oaktreecapital.com/docs/default-source/memos/2012-06-20-its-all-a-big-mistake.pdf?sfvrsn=17bb0f65_2).

The memo is read by LJ Ganser.



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