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Timestamps:


Intro: 00:00


Lesson 1: 00:55


Lesson 2: 03:02


Lesson 3: 04:29


Lesson 4: 05:57


Lesson 5: 09:26


Summary: 11:00




Description:


Atit and I have learned from Howard Marks. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion.


Buffett famously has said, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” So today, we are discussing Howard Mark’s latest memo where he talks about when to sell an investment.


Howard Marks memo: https://www.oaktreecapital.com/insights/memo/selling-out


Inspiration for the episode: https://twitter.com/josephcwells/status/1482749182674976771




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Hosts:


Atit Kothari: https://kothariatit.com/


Tapan Desai: https://tapandesai.com/


Atit’s Newsletter: https://atitkothari.substack.com/


Tapan’s Newsletter: https://tapandesai.substack.com/


Contact Us:


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Disclaimer:


The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.

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