Howard Marks & Andrew Marks: Something of Value

2022-08-30 · 83 min · 9 entities

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→ hosted by Ben Gilbert and David Rosenthal person

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→ discusses Technology concept

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→ discusses Business concept

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→ discusses Investing concept

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mentioned Technology concept

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mentioned Business concept

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mentioned Investing concept

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mentioned Something of Value concept

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evidence rules-v4
Howard Marks & Andrew Marks: Something of Value
discusses Technology concept

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evidence rules-v4
Feed category: Technology
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing

persons 2

mentioned Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal

Episode description as stored

We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage VC. The purpose of the conversation was to discuss their joint work together on Howard’s all-time most popular memo, “Something of Value”, which made the then-shocking argument that Value and Growth investing are not diametric opposites but rather two sides of the same investing coin. We of course dive deep into that, and also cover plenty of fun Oaktree and investing history, as well as Andrew’s favorite topic: selling (or not selling, as the case may be). This is not one to miss! Links: The Original “Something of Value” Memo Howard and Andrew on Oaktree’s “The Memo” podcast Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.