Howard Marks' Oaktree Capital Management initiated a high-conviction, top-10 position in Petrobras (PBR), signaling a potential value opportunity despite political noise.
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Howard Marks Bets: Why Petrobras is a Screaming Buy (PBR)
Fundamental Deep DiveMay 24, 2026
This video discusses Petrobras (PBR), highlighting a significant investment by Howard Marks' Oaktree Capital Management. The creators aim to strip away political noise and focus on the company's financial performance, particularly its strong operating cash flow and the reasons behind legendary value investors building positions despite conventional biases against state-owned enterprises.
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PBR
buy opened May 24, 2026
-5.93%