Oaktree Howard Marks: Masters in Business (Audio)
Masters in Business
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Oak Tree Investment Philosophy - The Six Tenets
How do you avoid what's been Dick Thaler called the winners' curse? I think that the secret to solving all problems starts with the awareness of that problem. So if you understand that winning an auction is not necessarily a boon, then you can develop discipline. And everybody at Oak Tree believes that, follows that.
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