Behind the Memo: I Beg To Differ

In the latest episode of Behind the Memo, Howard discusses his
recent memo, I Beg to Differ.  He explains why investors
seeking to outperform need to think differently, be exceptional,
and be prepared to look wrong – even when they’re right.


You can listen to I Beg To Differ in the prior episode or read it
here
(https://www.oaktreecapital.com/insights/memo/i-beg-to-differ).