ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The Rewind: Dare to Be Great II"
Episode Synopsis
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.
More episodes of the podcast The Memo by Howard Marks
Is It a Bubble?
09/12/2025
Cockroaches in the Coal Mine
06/11/2025
A Look Under the Hood
28/10/2025
35 Years of Memos
14/10/2025
The Calculus of Value
14/08/2025
More on Repealing the Laws of Economics
18/06/2025
30 Years of Oaktree
06/05/2025
Nobody Knows (Yet Again)
09/04/2025
Gimme Credit
06/03/2025
Behind The Memo: On Bubble Watch
27/02/2025
In God we trust