Marce2001’s Activity

Fri Dec 19


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Marce2001 replied to the Berkshire Hathaway board. 4:53 PM

Re: OT: Howard Marks's latest memo

For the last 3-1/2 years, Oaktree's mantra has been "move forward, but with caution." For the first time in that span, with the arrival of some disarray and heightened risk aversion, events tell us it's appropriate to drop some of our [more]

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One star, 50 posts Old School Fool
Board Posts 93
Recs Received 404
People who have rec'd these posts 283
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Most Frequent Board Dynamic Value Investing
Very First Post Shorting real estate (6/13/2001)
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