Using Cash Flows and Moats to Evaluate Investments

ℹ️ EPISODE INFO

Released

November 5, 2022

Duration

5m

Channel

Acquired

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Listen to the full Howard Marks & Andrew Marks: Something of Value episode here: https://www.youtube.com/watch?v=k9xXpsoRG18

🎤 SPEAKERS

• Andrew Marks

  guest

  Co-chairman of Oaktree Capital Management and investment professional focused on credit and value investing.

• Howard Marks

  guest

  Co-founder and co-chairman of Oaktree Capital Management, known for his investing memos and credit/value investing expertise.

🧾 EPISODE SUMMARY

In this episode of Acquired, featuring Andrew Marks and Howard Marks, Using Cash Flows and Moats to Evaluate Investments explores discounted cash flows meet fragile moats in a fast-changing world Equity investments are fundamentally worth the discounted value of all future cash flows, requiring explicit judgments about the future for every company.

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