Guru Portfolio Updates Q2 2023: Li Lu & David Tepper

The John Johnston Lounge · Aug 18, 2023 · 12m

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…