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Howard Marks 投資備忘錄： https://www.oaktreecapital.com/insights/howard-marks-memos 這集來分享為什麼最近 #成長股 股價飆升的原因之一， #低利率 下造成成長股與 #價值股 估值得改變。還有 Howard Marks 最新一期 #投資 備忘錄在談些什麼。 - Howard Marks 眼中的價值投資 - 現金流量折現模型 DCF - 價值股已死？ - 成長股的估值越來越難
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