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Oaktree's Howard Marks says current AI market exuberance is elevated but not unhinged, with valuations below historical bubble peaks. However, he cautioned that every major technological revolution h…
Howard Marks' Oaktree Capital disclosed a new $60.9 million stake in Sea Limited. Sea reported a 48% year-over-year revenue beat, driven by strong growth in Shopee, Monee, and Garena, despite margin …
Howard Marks' Oaktree 13F reveals contrarian bets on Garrett Motion, Expand Energy, AngloGold Ashanti, TORM, and Indivior—value plays in unloved, volatile sectors showing strong earnings beats despit…