Want to create an interactive transcript for this episode?
Podcast: The John Johnston Lounge
Episode: Guru Portfolio Updates Q2 2023: Li Lu & David Tepper
Description: 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 Intro00:15 Li Lu portfolio overview01:10 Micron Technology (MU)02:29 East West Bancorp (EWBC)02:53 Postal Saving Bank of China (SHA: 601658)03:33 David Tepper portfolio overview03:46 Nvidia (NVDA)04:44 Tepper stock buys and sells08:13 Alibaba (BABA)10:20 Uber (UBER)<...