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!
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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.
Season 3, Episode 9: Netflix (Part 2)
Season 3, Episode 8: Netflix (Part 1)
Acquired Season 3 Episode 7: Venmo (live with Andrew Kortina)
Season 3, Episode 6: Behance (with Scott Belsky)
Season 3, Episode 5: Alibaba
Season 3, Episode 4: Recode (with Kara Swisher)
Season 3, Episode 3: The Sonos IPO
Season 3, Episode 2: The Xiaomi IPO
Season 3, Episode 1: Tesla
Season 2, Episode 10: The Rover-DogVacay Merger (with Rover CEO Aaron Easterly)
Season 2, Episode 9: GitHub
Season 2, Episode 8: T-Mobile / Sprint
Season 2, Episode 7: PowerPoint
Season 2, Episode 6: Spotify’s Direct Listing
Season 2, Episode 5: The Dropbox IPO
Season 2, Episode 4: SoftBank, Fortress and the Vision Fund
Season 2, Episode 3: Nest
Season 2, Episode 2: Raising a Seed Round with Against Gravity CEO Nick Fajt
Season 2, Episode 1: Zappos (with Alfred Lin)
Episode 51: 2017 Holiday Special
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