EPISODE · Feb 1, 2021 · 4 MIN
Value vs Growth
from The LSCRE Podcast · host Rob Beardsley
For those that know me, you know I'm a huge fan of Howard Marks.He writes really thoughtful quarterly memos about investing principles and current events. He's on the conservative side which is one of the reasons his firm Oaktree Capital, which specializes in credit, has been so successful over the years. However, being more aggressive and pursuing growth has paid off for many investors in the last two decades, calling into question the principles of value investing.Listen in to hear more about value vs growth.Learn more about LSCRE:www.lscre.com
What this episode covers
For those that know me, you know I'm a huge fan of Howard Marks. He writes really thoughtful quarterly memos about investing principles and current events. He's on the conservative side which is one of the reasons his firm Oaktree Capital, which specializes in credit, has been so successful over the years. However, being more aggressive and pursuing growth has paid off for many investors in the last two decades, calling into question the principles of value investing. Listen in to hear more...
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Value vs Growth
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