The Rewind: Dare to Be Great II

Howard reflects on this memo originally published on April 8,
2014. In the second episode of a two-part series, he asks whether
investors are willing to do what is necessary in order to be
great – including being willing to look wrong.


You can read the memo here
(https://www.oaktreecapital.com/docs/default-source/memos/2014-04-08-dare-to-be-great-ii.pdf?sfvrsn=44b60f65_2).


The memo is read by LJ Ganser.