In this series, we suggest worthwhile reading material on a variety of topics of general interest. What to Make of the 'Davos Class' in the Trump Era - The New York Times, January 16, 2017. Andrew Ross Sorkin reports on ...

Note to readers:  In this new series, we will suggest worthwhile reading material on a variety of topics, not all of which will be related directly to investing.  We anticipate several posts per month consisting of five to ten suggestions ...

One of the requirements for efficient capital markets involves the rapid dissemination of relevant information necessary to make investment decisions.  Superior information can provide a material edge for investors and has traditionally been viewed as a competitive advantage for those ...

The Manual of Ideas recently interviewed Howard Marks and has provided a 27-page transcript of the discussion. Read this article for excerpts from the interview ...

Howard Marks, Chairman of Oaktree Capital Management, is scheduled to speak at the Value Investing Congress West investment conference which will take place in Pasadena, California on May 3 and 4. We highly recommend listening to what Mr. Marks will ...

Howard Marks is Chairman of Oaktree Capital Management and has made his memos to clients available to the public for many years. Oaktree, with $80 billion under management, specializes in less efficient markets with a focus on distressed debt investing ...