Balance Sheets and Viruses; A Long Overdue Addition to “What’s Jeff Reading.”
Howard Marks is one of the two founders of Oaktree Capital Management. Oaktree is “…a leader among global investment managers specializing in alternative investments.” If the name sounds familiar it’s because they owned Boardriders (Quiksilver, DC Shoes, Roxy, Billabong, RVCA, Element, Vonzipper) after buying Quik and Billabong after their travails started. Oaktree, as you know, […]