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 30: P.A. Semi + AuthenTec
Episode 29: Special—2016 Review and 2017 Predictions
Episode 28: The Amazon IPO with original Amazon Board Member Tom Alberg
Episode 27: Special—A Conversation with Microsoft's Head of Strategic Investments Brian Schultz
Episode 26: Marvel
Episode 25: The Facebook IPO
Episode 24: Skype
Episode 23: NeXT (Live show at the GeekWire Summit)
Episode 22: Zillow + Trulia (with Zillow Group CFO Kathleen Philips)
Episode 21: Inside the M&A Press with Bloomberg's Alex Sherman
Episode 20: Android
Episode 19: Jet
Episode 18: Special—An Acquirer’s View into M&A with Taylor Barada, head of Corp Dev at Adobe
Acquired Episode 17: Waze
Acquired Episode 16: Midroll + Stitcher (acquired by Scripps)
Acquired Episode 15: ExactTarget (acquired by Salesforce) with Scott Dorsey
Episode 14: LinkedIn
Episode 13: Push Pop Press (Facebook Instant Articles) with Todd Bishop
Episode 12: Snapchat
Episode 11: PayPal
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