Investor viewpoints
Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.
Appaloosa · David Tepper
Tepper discusses China stimulus, market liquidity, interest rates and risk asset allocation in CNBC interview. The interview views can be compared with the changes in 13F positions, but they cannot be directly equated to the next quarter's buying and selling.
Appaloosa · David Tepper
Tepper returns to his alma mater to talk about career choices, risk-taking, resilience and giving back during Carnegie Mellon's commencement ceremony. It is not a position interpretation, but it can help understand his risk appetite and competitive personality starting from credit and distressed assets.