Liberty Posted December 19, 2014 Share Posted December 19, 2014 http://www.oaktreecapital.com/MemoTree/The%20Lessons%20of%20Oil.pdf Link to comment Share on other sites More sharing options...
Liberty Posted December 19, 2014 Author Share Posted December 19, 2014 I've just noticed that Gio has also posted it in the OAK thread on the investment board. Apologies for the duplication. Link to comment Share on other sites More sharing options...
augustabound Posted December 19, 2014 Share Posted December 19, 2014 I've just noticed that Gio has also posted it in the OAK thread on the investment board. Apologies for the duplication. I'm not following that thread so I'm glad you did post it. :) Link to comment Share on other sites More sharing options...
tengen Posted December 19, 2014 Share Posted December 19, 2014 Same here. Thanks for posting it in a separate thread. Link to comment Share on other sites More sharing options...
Liberty Posted December 19, 2014 Author Share Posted December 19, 2014 Well, see, I mistakenly stumbled into doing something good. I like when that happens. You're very welcome, augustabound and tengen :) Link to comment Share on other sites More sharing options...
matjone Posted December 19, 2014 Share Posted December 19, 2014 When you guys say following do you mean with a reader or something? Just asking cause I tried to do that once and couldn't figure out how. Link to comment Share on other sites More sharing options...
tengen Posted December 19, 2014 Share Posted December 19, 2014 When you guys say following do you mean with a reader or something? Just asking cause I tried to do that once and couldn't figure out how. Well, I do use an RSS reader to read a lot of stuff (the Feedly iPad app is great, especially in combination with Paper). However, in the case of CoB&F, I just check the web site every now and then, and click on the discussion threads that are of interest to me. A new posting to "OAK" is something I wouldn't have clicked on but anything with "oil" in the title has my full attention. :-) Concerning the letter, it contains a lot of opinions that I agree with regarding the unpredictability of markets, the difficulty of identifying risks let alone quantifying them, and the opportunities that arise when things seem to start getting out of hand. Maybe I will start following the OAK thread. Link to comment Share on other sites More sharing options...
augustabound Posted December 19, 2014 Share Posted December 19, 2014 When you guys say following do you mean with a reader or something? Just asking cause I tried to do that once and couldn't figure out how. No, for me I just mean reading along. Link to comment Share on other sites More sharing options...
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