Co-founder and co-chairman of Oaktree Capital Management; writes the Oaktree memos on markets and investing.
loved
In the fall of 1999, against the backdrop of the massive gains being achieved in tech, media, and telecom stocks, I read Edward Chancellor’s excellent book Devil Take the Hindmost.
Marks’s memo revisiting the market calls in his past memos; here the January 2000 bubble.com memo.
Every entry is a verbatim quote and a link to the public post it came from. Nothing is paraphrased. If it is not on record somewhere public, it is not here.
The verdict is what they actually said: loved and liked are explicit; recommended means they told others to get it; uses means they only say they use it; read is a book on their public shelf with no verdict; mixed and disliked are kept too.
A dashed affiliate link, sponsored or their own label means the post disclosed a relationship. It is shown, never hidden.
The shading behind a date shows how dated a recommendation is for its kind of thing.
The shading behind a date shows how dated a recommendation is, for its kind of thing. Fully green is recent. It drains a quarter at a time as the post gets older, and is empty once it reads as dated.
What counts as old depends on the thing. A laptop praised four years ago has been replaced twice; a book loved twenty years ago is probably still loved. The shading is gone after about:
Hardware, services4 years
Software5 years
Podcasts, courses, other8 years
Books25 years
Stripes mean the post carries no date and the date shown is an estimate. No date at all, no shading.