Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BN | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BN
Shrewd'm.com Merry shrewd investors
Best Of BN | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BN


Stocks A to Z / Stocks B / Brookfield Corporation (BN)
Unthreaded | Threaded | Whole Thread (2) | Next
Author: weatherman   😊 😞
Number: of 551 
Subject: Re: Howard Marks on BN/Oaktree and private credit
Date: 04/10/26 10:20 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
as anyone tracking oaktree's public bdc fund ocsl knows (or their defunct vanguard fund), the record is usually bad in normal and boom times.
mostly true for oaktree in general, although not for their principals.

thus, this online snark is a little too perfect :
"Howard Marks with a memo on Private Credit.
Let me guess his view: it might be bad. It might not be that bad. We don't know. I only buy stuff every 10 years."
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (2) | Next


Announcements
Brookfield Corporation FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BN | Best Of | Favourites & Replies | All Boards | Followed Shrewds