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Sheldon Stone

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 7, 2025 by Howard Marks · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Howard Marks (3)

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2025 3 mentions in 1 episode

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Everything said about Sheldon Stone, oldest first

Apr 7, 2025 neutral
Disclosure
Howard Marks: Oaktree records remedial debt exchanges as defaults
“When we do what Sheldon Stone called a remedial exchange, we mark that down as a default.”
Howard Marks Apr 7, 2025 ▶ 31:54 Howard Marks – Navigating Private Credit (EP.439)
Apr 7, 2025 neutral
Insight
Howard Marks: Private credit offers no liquidity once an investment is made
“If you buy a private credit and you change your mind, you shouldn't be able to expect to sell it. As my partner, Sheldon Stone, who's been with me for 42 years now, he was my first analyst at Citibank. He says there's no eraser on the pencil, which is, I think…”
Howard Marks Apr 7, 2025 ▶ 25:19 Howard Marks – Navigating Private Credit (EP.439)
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