...Thus at Oaktree, we're making allowances for things that may go less well than they did in past periods. Cheapness provides a margin of safety, but only so much. We're moving forward, but catiously.For the full memo, click here.
...Thus at Oaktree, we're making allowances for things that may go less well than they did in past periods. Cheapness provides a margin of safety, but only so much. We're moving forward, but catiously.For the full memo, click here.
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