Investing with Oaktree Capital Management’s Howard Marks
Exchanges
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Do You Think Private Markets Have Discounted Carnage?
In the nineties, in 99 two thousand, the market treated every entrance as if it would be a success. In 20 20 and 21, it bestowed great valuations on proven companies. Public markets have discounted it. Sodo: Maybe there could be an interesting entry point here. But one way or the other, investment is the discipline of relative selection. We have to make intelligent choices.
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