Howard Marks, decoded.

Co-founder of Oaktree Capital; author of the Oaktree memos.

170 SOURCES4,089 RESEARCH UNITS33 THEMES20 COMPANIES10 EVENTS12 DECISIONS

INDEX PAGES — CROSS-REFERENCE GUIDES FOR DEEP RESEARCH

Every indexed document — letters, memos, speeches, interviews (170)

All companies referenced across the indexed record (20)

The canonical ideas this investor actually addresses (33)

Documented actions with sources and outcomes (12)