Howard Marks, Oaktree Capital Co-Chairman, published a new Memo called “Investing without People”.
To be honest, I did not know Anthony Deden, he is the founder of Edelweiss Holdings, a private investment holding company with long-term participation in the production, chemistry and technology of food, aquaculture, materials, forestry, resources and various industrial and engineering endeavours. Recently I watched an amazing interview with Grant Williams (Real Vision) and I wasContinue reading “Notes from Anthony Deden interview by Grant Williams”
If you do not know I have a Twitter account, @saetacapital, that you can follow. Every Sunday I tweet around 10 charts that I found during the previous week. This is the thread for today: #sundaycharts is here…this is from the book “Taming the Sun” (https://t.co/G0g4oKsaZa), really good read! #tamingthesun pic.twitter.com/OGuuVAvYVK — Peter Sullivan (@saetacapital)Continue reading “Sunday charts”
Great interview. 100Bn fund. Last week I found a great deck called “SoftBank Next 30-Year Vision”, link.
Great talk! I did not know the youth of Kyle Bass. Highly recommended http://www.podbean.com/media/player/hws25-2c8db26-dir?vjs=1&auto=0&from=share
I highly recommend this interview with Howard Marks. Podcast.