Howard Marks & Andrew Marks: Something of Value
Acquired30 Aug 2022

Howard Marks & Andrew Marks: Something of Value

We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage VC. The purpose of the conversation was to discuss their joint work together on Howard’s all-time most popular memo, “Something of Value”, which made the then-shocking argument that Value and Growth investing are not diametric opposites but rather two sides of the same investing coin. We of course dive deep into that, and also cover plenty of fun Oaktree and investing history, as well as Andrew’s favorite topic: selling (or not selling, as the case may be). This is not one to miss!

Links:

Sponsors:


More Acquired!

© Copyright 2015-2026 ACQ, LLC


‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Episoder(214)

Charlie Munger

Charlie Munger

We sit down with the legendary Charlie Munger in the only dedicated longform podcast interview that he has done in his 99 years on Earth. We’ve gotten to have some special conversations on Acquired ov...

30 Okt 20231h 6min

NVIDIA CEO Jensen Huang

NVIDIA CEO Jensen Huang

We finally sit down with the man himself: Nvidia Cofounder & CEO Jensen Huang. After three parts and seven+ hours of covering the company, we thought we knew everything but — unsurprisingly — Jensen k...

16 Okt 20231h 32min

Nvidia Part III: The Dawn of the AI Era (2022-2023)

Nvidia Part III: The Dawn of the AI Era (2022-2023)

It’s a(nother) new era for Nvidia.We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the...

6 Sep 20232h 56min

Nike

Nike

Nike — it’s perhaps the most iconic and most prolific brand of the modern era. On any given day, swooshes adorn the feet of more people on earth than any other footwear company — by a long shot.If you...

25 Jul 20234h 2min

Porsche (with Doug DeMuro)

Porsche (with Doug DeMuro)

Nobody’s perfect — including Porsche. Despite that phrase appearing in their famous 1983 magazine advertisement, they managed to get damn-close to the perfect luxury business (even Bernard Arnault wou...

27 Jun 20233h 24min

Uber CEO Dara Khosrowshahi

Uber CEO Dara Khosrowshahi

Uber CEO Dara Khosrowshahi dropped by the Acquired studio for an Eats delivery, so we broke out the cameras and asked him to hang out for a wide-ranging conversation. :) We talk about his 20 years wor...

13 Jun 20231h 38min

Lockheed Martin

Lockheed Martin

Today we bring you two absolutely incredible stories. The first is Lockheed’s legendary Skunk Works division — the elite team of aviation geniuses who produced some of the greatest airplanes in histor...

30 Mai 20233h 39min

Spotify CEO Daniel Ek

Spotify CEO Daniel Ek

We sit down with Spotify CEO Daniel Ek live in Stockholm at Spotify’s amazing HQ studio (check out the video version of this episode — which plays natively on Spotify!). This was an incredibly special...

18 Mai 20231h 40min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
finansredaksjonen
utbytte
rss-politisk-preik
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
lederpodden
rss-sunn-okonomi
okonomiamatorene
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse