Episode · Acquired · 2022-08-30
Books mentioned on Howard Marks & Andrew Marks: Something of Value
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.
Books mentioned, in the order they came up
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The Most Important Thing Illuminated
Discussed“i went back through my notes from business school from howard your book the most important thing illuminated and every other page on there is like risk equals permanent capital loss”
Other mentions in this episode (2) — ad reads, self-promotion and passing references, never counted
Passing All the Pretty Horses
“brian arthur was friends with cormac mccarthy the author who wrote all the pretty horses and no country for old men and cormack helped shape the pros in that piece”
Passing No Country for Old Men
“brian arthur was friends with cormac mccarthy the author who wrote all the pretty horses and no country for old men and cormack helped shape the pros in that piece”