Money and Finance
Great presentation on the investment merits of Oaktree (OAK).
Link to: Solid as an OAK
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UPDATE 1/2/2013: A Conversation About Oaktree
- Links
Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK) In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment...
- Zeke Ashton’s Value Investing Congress Presentation
Found via Broyhill Asset Management (the Broyhill post also includes some great comments and Klarman letter excerpts). Link to: Dumb and Dumber – By Zeke Ashton ...
- Howard Marks Quote On The Difficulty Of Timing Market And Economic Events
From Oaktree Capital Group’s Q1 call: “If we have some inkling of what’s going to happen, we never know when.” ………………. Related previous post: The “I don’t know” school of investing Related link: The best quotes from Oaktree's...
- Dividend Update - April 2013
With the books closed on April it's time for another installment of my favorite monthly update, the dividend update. April was far from setting a personal record for dividends received but it was still well up over January 2013 and April 2012 more...
- Selling Puts For Added Income
After running some numbers and making my first transaction in selling puts yesterday with my BAC Jan 17 2014 Put, I've come to believe that selling puts could prove profitable with certain moves. This strategy would require much more capital than...
Money and Finance
Broyhill Asset Management: Solid as an OAK
Great presentation on the investment merits of Oaktree (OAK).
Link to: Solid as an OAK
....................
Related link: Broyhill Q3 Update
....................
UPDATE 1/2/2013: A Conversation About Oaktree
- Links
Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK) In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment...
- Zeke Ashton’s Value Investing Congress Presentation
Found via Broyhill Asset Management (the Broyhill post also includes some great comments and Klarman letter excerpts). Link to: Dumb and Dumber – By Zeke Ashton ...
- Howard Marks Quote On The Difficulty Of Timing Market And Economic Events
From Oaktree Capital Group’s Q1 call: “If we have some inkling of what’s going to happen, we never know when.” ………………. Related previous post: The “I don’t know” school of investing Related link: The best quotes from Oaktree's...
- Dividend Update - April 2013
With the books closed on April it's time for another installment of my favorite monthly update, the dividend update. April was far from setting a personal record for dividends received but it was still well up over January 2013 and April 2012 more...
- Selling Puts For Added Income
After running some numbers and making my first transaction in selling puts yesterday with my BAC Jan 17 2014 Put, I've come to believe that selling puts could prove profitable with certain moves. This strategy would require much more capital than...