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Dec 21, 2020 52 min

The Rewind: bubble.com

from The Memo by Howard Marks

Howard looks back on his memo titled “bubble.com,” originally published on January 2, 2000, and credited with making his memo writing an “overnight success” after 10 years without a single response. To view the referenced graphics, see the original memo here (https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf?sfvrsn=37bc0f65_2). The memo is read by LJ Ganser.

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The Rewind: bubble.com

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