The John Johnston Lounge Guru Portfolio Updates Q2 2023: Li Lu & David Tepper
Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections.
Timestamps:
00:00 Li Lu and David Tepper Intro
00:15 Li Lu portfolio overview
01:10 Micron Technology (MU)
02:29 East West Bancorp (EWBC)
02:53 Postal Saving Bank of China (SHA: 601658)
03:33 David Tepper portfolio overview
03:46 Nvidia (NVDA)
04:44 Tepper stock buys and sells
08:13 Alibaba (BABA)
10:20 Uber (UBER)
11:20 Pinduoduo (PDD)
11:48 Previous update: Pabrai, Akre, Klarman, Gayner
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Everything Mohnish Pabrai Said About Investor Li Lu
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock
https://youtu.be/moqHjmcItFg
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the show, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.