Oaktree Capital Management, L.P.’s Post

What is Berkshire Hathaway's intrinsic value? Whitney Tilson calculates it as $651,000 for A shares and $434 for B Shares. Currently, Berkshire is trading 5% below intrinsic value. https://lnkd.in/g9QRxQKX #berkshirehathaway #warrenbuffet #warrenbuffett #whitneytilson

Join Charlie Parker, Managing Director, for our upcoming webinar “Mindful Markets: Having better conversations about markets”📉📈.   The webinar will examine how investment decisions influenced by anxiety impact the long-term outcomes investors receive. Charlie will also discuss the tools Albemarle Street Partners have created to help professional advisers talk to their clients about these issues, including the new Investors’ Guide to Markets.      Thursday 27 June, 11:00 – 12:00 - https://lnkd.in/en-WUTwK     Request your copy of the Investors’ Guide to Markets here: https://lnkd.in/ec6dwSFs    For UK professional advisers only. Past performance is not a guide to future performance. Capital at risk.    #financialadviser #webinar #mindfulmarkets 

Groupthink can be painful, especially in investing, when you chase after a particular narrative (i.e., soft-landing, hard-landing). Oak Tree helps outline multiple scenarios as the market debates the Feds next move and it's knock-on-effects. https://lnkd.in/eCKemk-b

Improving one’s financial health is probably one of the more important New Year’s resolutions. Investors reviewing their portfolio may want to consider the Optica Rare Earths and Critical Materials ETF. Read more to learn why. $CRIT #ETF https://bit.ly/3vj7qa7

In the latest QuotedData Weekly News show, Matthew Read, CFA spoke with James Harries, fund manager STS Global Income & Growth Trust, talking him through the portfolio, the macro trends in the sector and where he's seeing quality income growth👇 #investmenttrust #income #growth #consumergoods

Hii everyone, I made a short Equity Research Report on Trent Ltd highlighting key financial data about the company and showcasing the strong growth which the company has been delivering for the last few quarters. Do let me know if you find this insightful.

Capital Currents ~ September 2024 ~ In like a lion, out like a lamb: Why your investments’ August performance might be deceiving for what’s to come in September.    Find out in the latest issue of our newsletter, Portfolio Perspectives.  https://lnkd.in/gdpg4rHJ

Making predictions, remaining humble, and admitting uncertainty are three key themes that Howard Marks touches on in his latest memo. The Oaktree Capital Management co-chairman and co-founder always writes some very thought-provoking memos that have lessons for investing but could easily also become lessons for life. Our summary of his latest memo is in the following link - and I highly recommend the read. Livewire Markets https://lnkd.in/g_9tCQqP

NEW WSJ Intelligence FAQ (Financial Advisor Quarterly) Financial advisors are optimistic about the economy and markets, with almost one-third bullish on alternative investments in the short-term to help diversify client portfolios. Thanks to Nick LaBosco for all the great work on this project! Looking forward to the next release!

Can too much information be a bad thing? 🤔 Do you suffer with "paralysis of the analysis"? 🤔 With so much information available to us today, it can be hard to know what matters most to our long-term financial goals. Joe Wiggins, St. James's Place Investment Research Director, explains how to filter out the noise. You can watch the full interview here: https://lnkd.in/dJF5ga9H The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. #InvestmentBehaviours