If you like his memos I recommend the "bubble.com" memo from 2000: https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf https://www.o

If you like his memos I recommend the "bubble.com" memo from 2000: https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf https://www.oaktreecapital.com/docs/default-source/memos/200... Timely written, at the very peak of the mania (though Marks correctly admits that such precise timing is accidental, knowing well the difference between luck and skill :) ). You can find all Howard Marks memos on Oaktree's website.