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Marathon Asset Management

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 26, 2024 by David Senra · said 4 times in 1 episodes since 2024 · across every show →

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brought up most by David Senra (4)

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2024 4 mentions in 1 episode

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Everything said about Marathon Asset Management, oldest first

Sep 26, 2024 neutral
Assertion Supported
During the 1997 Crisis, Asian Stocks Dropped to 0.25x Replacement Cost
“Pre Asian financial crisis, stocks were trading at like three times the replacement cost of their assets. During the crisis, they were buying those exact same stocks for one quarter of the replacement cost of their assets.”
David Senra Sep 26, 2024 ▶ 9:21 Nick & Zak’s Excellent Adventure: How Nick Sleep & Qais Zakaria Built Their Partnership
Sep 26, 2024 bullish
Assertion Supported
Marathon Invested $500 Million in Southeast Asia During the 1997 Crisis
“In less than a year, Marathon invested about five hundred million dollars in Southeast Asia and made a killing as the region rebounded.”
David Senra Sep 26, 2024 ▶ 9:13 Nick & Zak’s Excellent Adventure: How Nick Sleep & Qais Zakaria Built Their Partnership
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