stahleyp Posted December 4, 2012 Share Posted December 4, 2012 Someone tell me why OAK can't be discussed in the YouTube comment section with all of the other shit Huh? Link to comment Share on other sites More sharing options...
biaggio Posted December 5, 2012 Share Posted December 5, 2012 recent presentation from HM http://cc.talkpoint.com/gold006/120412a_gm/?entity=11_EWCX6LK Link to comment Share on other sites More sharing options...
giofranchi Posted December 5, 2012 Share Posted December 5, 2012 recent presentation from HM http://cc.talkpoint.com/gold006/120412a_gm/?entity=11_EWCX6LK Latest presentation from OAK: Perception and Reality Howard Marks, Chairman Oaktree Capital Group, LLC http://www.sec.gov/Archives/edgar/data/1403528/000119312512490268/d449181dex991.htm Biaggio, obtuse_investor, thank you for posting! giofranchi Link to comment Share on other sites More sharing options...
biaggio Posted December 7, 2012 Share Posted December 7, 2012 http://www.gurufocus.com/news/199771/50-minute-interview-with-oaktrees-howard-marks I don t remember seeing this posted here before. Link to comment Share on other sites More sharing options...
giofranchi Posted February 14, 2013 Share Posted February 14, 2013 Good Q4 2012 for OAK. Find the results in attachment. Howard Marks, Chairman, said, “The fourth quarter of 2012 was a record quarter within a record year for Oaktree. Across the firm, our investment teams delivered the type of performance that is the hallmark of Oaktree’s riskcontrolled, value-driven investment approach. Compelling returns across our many asset classes drove revenues, distributable earnings and distributions to our clients and unitholders to their highest levels ever.” giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes Oaktree_Capital_Group_LLC_Announces_Fourth_Quarter_and_Full-Year_2012_Financial_Results.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted February 15, 2013 Share Posted February 15, 2013 At the link below you can find the full transcript of Q4 2012 conference call: http://seekingalpha.com/article/1186581-oaktree-s-management-discusses-q4-2012-results-earnings-call-transcript?source=email_rt_article_title giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes Link to comment Share on other sites More sharing options...
biaggio Posted February 15, 2013 Share Posted February 15, 2013 http://brooklyninvestor.blogspot.ca/2013/02/solid-results-at-oaktree-but.html Link to comment Share on other sites More sharing options...
giofranchi Posted February 16, 2013 Share Posted February 16, 2013 Find in attachment the full transcript of the Q4 2012 Conference Call. giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes oaktree-s-management-conference-call-q4-2012.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted February 20, 2013 Share Posted February 20, 2013 Mr. Marks on Bloomberg: http://www.gurufocus.com/news/209022/oaktrees-howard-marks-thinks-the-recovery-is-in-the-early-days-and-he-likes-real-estate giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 20, 2013 Share Posted February 20, 2013 http://www.bloomberg.com/news/2013-02-20/oaktree-said-to-seek-capital-for-european-lending-fund.html Oaktree Capital Group LLC, the world’s largest distressed-debt investor, plans to raise a fund designed to take advantage of a pullback in European lending, according to three people familiar with the matter. Oaktree European Dislocation Fund LP will lend to companies with low levels of debt, said the people, asking not to be named because the information isn’t public. The fund could be in the range of 250 million euros ($335 million) to 500 million euros, they said. Link to comment Share on other sites More sharing options...
giofranchi Posted February 21, 2013 Share Posted February 21, 2013 Recent inteview with Mr. Marks giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes Marks-Interview-02feb2013.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted February 27, 2013 Share Posted February 27, 2013 Memo from Brooklyn (OAK's Preferred Rate) giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes memo-from-brooklyn-oak-s-preferred-rate.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted March 11, 2013 Share Posted March 11, 2013 A new article from Seeking Alpha. giofranchi “As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes oaktree-capital-offers-8.4%-yield.pdf Link to comment Share on other sites More sharing options...
biaggio Posted March 22, 2013 Share Posted March 22, 2013 http://www.scribd.com/fullscreen/130266615?access_key=key-e6oq67vbfit1sub5ay Link to comment Share on other sites More sharing options...
giofranchi Posted May 7, 2013 Share Posted May 7, 2013 Another very strong quarter for OAK... Hey! Wait! Wasn't OAK supposed to be a "defensive" stock?! ??? giofranchiOaktree_Announces_First_Quarter_2013_Financial_Results.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted May 8, 2013 Share Posted May 8, 2013 Conference Call Transcript Q1 2013 giofranchioaktree-capital-s-Q1-2013-conference-call-transcript.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted July 31, 2013 Share Posted July 31, 2013 A recent article. giofranchioaktree-capital-an-alternate-asset-manager-to-look-at-for-the-next-financial-crisis.pdf Link to comment Share on other sites More sharing options...
compoundinglife Posted August 6, 2013 Share Posted August 6, 2013 Latest memo "The Role of Confidence" attached. Downloaded from here: http://www.oaktreecapital.com/MemoTree/The%20Role%20of%20Confidence_08_05_13.pdfThe_Role_of_Confidence_08_05_13.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted September 18, 2013 Share Posted September 18, 2013 "Oaktree: Solid Play for Risk-Takers" giofranchioaktree-solid-play-for-risk-takers.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted November 11, 2013 Share Posted November 11, 2013 The Big Long • 9:23 AM - Books have been written about a few who made fortunes amid the collapse of the housing bubble and ensuing financial crisis, but what about those who bought at the bottom? - "Unless the second Great Depression lies ahead,” wrote Oaktree (OAK) Chairman Howard Marks to clients in October 2008, “today’s purchases should produce substantial returns, and in a few years we’ll reminisce together about how easy it was to take advantage of the bargains of 2008-09.” Marks spent 2007 circling the globe raising money ahead of what he was sure would be forthcoming bargains, and, along with partner Bruce Karsh, spent the weeks after the Lehman collapse putting it to work. - As for the timing being off as markets didn't bottom for another 6 months: “If God had told us to wait until March 9, 2009, because that would be the low, and we waited to buy then, we never would’ve been able to put that much money to work,” says Karsh. - Apollo's (APO) Josh Harris on his "loan to own" investment in LyondellBasell: “We bought the debt at 60 cents on the dollar, we bought more at 50, and then at 40. The low was 20. People were either panicked or forced sellers, and we bought from them all the way down.” Sitting on $500M in losses by year-end 2008, Harris pushed the chemical company into bankruptcy, converting Apollo's debt holdings into equity. The $2B investment eventually reaped $10B in profit, believed to be the largest gain ever on a P-E deal. - “Moments like 2008 will continue to present great opportunities for as long as emotion rules the markets,” says Marks. “In other words, forever.” Gio Link to comment Share on other sites More sharing options...
Guest Dazel Posted November 11, 2013 Share Posted November 11, 2013 thanks Gio. Marks is very very impressive. Dazel Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 20, 2013 Share Posted November 20, 2013 Treasure Hunters of the Financial Crisis http://www.nytimes.com/2013/11/10/business/treasure-hunters-of-the-financial-crisis.html Link to comment Share on other sites More sharing options...
giofranchi Posted November 21, 2013 Share Posted November 21, 2013 thanks Gio. Marks is very very impressive. Dazel You are very welcomed, Dazel! And I agree with you! :) Gio Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 26, 2013 Share Posted November 26, 2013 Oaktree Said to Start $1 Billion Partnership With Cinda http://www.bloomberg.com/news/2013-11-25/oaktree-said-to-start-1-billion-partnership-with-cinda.html Link to comment Share on other sites More sharing options...
Carvel46 Posted November 28, 2013 Share Posted November 28, 2013 Chinese bad loan manager Cinda sits on its own debt mountain http://www.reuters.com/article/2013/11/27/us-chinacinda-financials-idUSBRE9AQ18A20131127 Link to comment Share on other sites More sharing options...
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