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 (oaktreecapital.com/docs/default-source/memos/2…) (oaktreecapital.com/docs/default-source/memos/2…).
The memo is read by LJ Ganser.