This blog will try to dissect distressed debt investing, up and down the capital structure. We will look at current distressed debt situations, try to explain the ins and outs of how decisions are made in the distressed debt world, probably rant a few times about positions that are working against me, and hopefully enlighten some readers.
I have spent the last four hours reading this collection. The amount of investing gold from Howard Marks of Oaktree Capital is incredible. I would download and save in case this is taken down. Enjoy.
Edit: Already taken down. Here is direct URL: http://www.oaktreecapital.com/memo.aspx
3 comments:
I've read marks for years, but have regretted each time I read a letter on his website but forgot to save it. Thanks!
It is great stuff. Any thoughts on other hedge fund letter collections out there?
For those who find scribd as annoying as I do, Mark's letters are currently archived on Oaktree's website: http://www.oaktreecapital.com/memo.aspx
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