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"Something of Value" by Howard Marks

A great memo from Howard Marks of Oaktree Capital for those who haven't reviewed already - definitely worth a read:

Sam ColtExChangemaker
"So called Business Engineer"

Is Musk on his way to a bigger market cap than Buffet?

First, this makes me wonder how useful market cap is as a metric. 

Second, this looks like another meme for the "Value is dead" guys.

Third, why does it look like net income matters so little to tesla shareholders? 


TSLA = BRK market cap
TSLA = BRK market cap
Sam ColtExChangemaker
"So called Business Engineer"

Okay interesting Tom Thornton likes OXY not a fan of tech.

Mr Thorton is hoping for a return to More normalcy & less pandemic so right now he said he had positions in financials and energy which he thinks will do better than the market since these stocks are still in the covid ditch. 

looking at my personal RDSA drama I hope he is right. 

But if you are going to position for a "back to normal" situation it looks like the market expects Big Beer (BUD) to profit more than Big oil (look at the jump from the covid news compared to shell)

Food for thought. 

Also here is an interview of Hugh Henry and Richard Werner on the topic of the princess of yen. A topic mr Thorton mentioned twice 👀