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An inspiration engine for ideas
Oaktree’s investment philosophy doesn’t prohibit having opinions, just acting as if they’re right.
Howard Marks • Sea Change
Home - Access Industries
accessindustries.com
ICONIQ | Home
iconiqcapital.com
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
“In the decade before 2022,” the Oaktree authors lead off, “many sponsor- backed companies financed leveraged buyouts by borrowing heavily in the broadly syndicated loan and private cred- it markets—and the majority of this debt had floating rates.” Naturally, the 500 basis-point jump in reference rates spells higher borrowing costs for the unhedge... See more
Apollo Global, one of the largest alternative asset managers, just had their Investor Day
Here are some of the slides that caught my eye
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1/ Apollo and Private Equity Revenue Growth over 15 years https://t.co/BC1SOMYAEd
Berkshire Hathaway Inc. Annual Report 2024
An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.
berkshirehathaway.com