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Tag: Oaktree Capital

A modern oil product tanker sailing through rough seas at sunset while a suited CEO walks down the gangway carrying a briefcase, a large

🚢 TORM (TRMD): 8% Dividend. Dirt-Cheap Valuation. So Why Did the CEO Sell Everything?

TORM looks almost too good to be true: an 8% dividend, dirt-cheap valuation, strong earnings, and analysts calling it a Buy. Then the CEO sold every share he owned. Here's what investors should really focus on.

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Tags: CEO sales, cyclical stocks, dividend stocks, freight rates, FUNanc1al, Hafnia, income investing, insider selling, maritime shipping, Oaktree Capital, product tankers, Red Sea, shipping industry, shipping stocks, stock analysis, Strait of Hormuz, tanker stocks, TORM, TRMD, value investing
Howard Marks standing confidently before a distressed financial skyline with layered chess moves, credit documents, and market charts symbolizing Oaktree Capital's Second-Level Thinking, risk control, and distressed investing philosophy.

🏰 Howard Marks & Oaktree Capital: The Art of Second-Level Thinking and Risk-Control Investing

Howard Marks didn't build one of the world's greatest alternative investment firms by predicting markets—he built it by mastering risk. Explore Oaktree Capital's $224 billion empire, Second-Level Thinking, distressed investing, and the philosophy behind one of Wall Street's most respected investors.

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Tags: AlternativeInvestments, Brookfield, Brookfield Asset Management, credit investing, distressed debt, DistressedDebt, featured-hedge-funds, Follow the Pundits, FUNanc1al, hedge funds, Howard Marks, Howard Marks memos, HowardMarks, hub-hedge, institutional investing, investing psychology, investment philosophy, margin of safety, Oaktree Capital, Oaktree Capital Management, OaktreeCapital, portfolio management, private credit, PrivateCredit, risk management, RiskManagement, second-level thinking, special situations, SpecialSituations, value investing, ValueInvesting, Warren Buffett