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.
Episode 50: Apple - Beats
Episode 49: The Stitch Fix IPO
Episode 48: Qualcomm - Broadcom
Episode 47: The Atlassian IPO
Episode 46: Blue Bottle Coffee
Episode 45: HTC, Google and the Future of Mobile
Episode 43: The Square IPO
Episode 42: Opsware (with special guest Michel Feaster)
Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson
Episode 40: Activision Blizzard
Acquired Episode 39: Whole Foods Market
"About Acquired" on the Anchor Podcast of the Day
Acquired Episode 38: SoundJam (iTunes)
Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”
Episode 36: The LA Clippers
Episode 35: Oculus
Episode 34: The Starbucks IPO with Dan Levitan
Episode 33: Overture (with the Internet History Podcast!)
Episode 32: The Snap Inc. IPO
Episode 31: The Uber - Didi Chuxing Merger with Brad Stone, author of The Upstarts & The Everything Store
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