On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss:
(00:00) Introduction
(07:40) Founding of Appaloosa and initial investment philosophy
(10:01) Tepper's track record and notable returns
(18:48) Case study: Russian 1998 financial crisis
(24:09) Investing during the Enron and dot-com busts
(32:07) The GFC rebound: Tepper's boldest move
(40:22) Recent macro bets: China
(46:19) Lessons from Tepper's investment approach and philosophy
(52:29) Portfolio overview
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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