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JayHedge

 
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  • David Tepper Is Consistently Inconsistent In Buying AIG [View article]
    Here is Bruce Berkowitz Case Study for AIG: http://bit.ly/TzQ79g
    A little dated, but worth reading to see why he continues to hold AIG now that it comprises about 40% of his portfolio.
    Dec 1 11:16 AM | 1 Like Like |Link to Comment
  • David Tepper Is Consistently Inconsistent In Buying AIG [View article]
    While I am not aware who is selling, I agree that the Treasury stake is small now, but perhaps it is more symbolic. You can read my thoughts on the Treasury sale here: http://bit.ly/WwYReA
    Nov 29 10:37 AM | 1 Like Like |Link to Comment
  • Bridgewater, Dalio And The Gospel Of Diversification - Post-Modern Value Investing? [View article]
    Thanks! Most of them are written by me. You can check out David Tepper's Appaloosa Management, Seth Klarman, Paulson & Co., Icahn Partners, etc.
    Nov 18 03:09 PM | 1 Like Like |Link to Comment
  • Bridgewater, Dalio And The Gospel Of Diversification - Post-Modern Value Investing? [View article]
    Thanks for a great analysis. To answer your doubts at the end of the article, I do no think Mr. Dalio is using hocus-pocus to mask leveraged risky trades. He has consistently developed better and better models, including what you describe. Here is a profile we did that delineates his investment themes and a short bio: http://bit.ly/VXMzk0
    Nov 12 01:50 PM | 1 Like Like |Link to Comment
  • David Tepper Is Consistently Inconsistent In Buying AIG [View article]
    Interesting point.
    Dec 3 05:30 PM | Likes Like |Link to Comment
  • David Tepper Is Consistently Inconsistent In Buying AIG [View article]
    You are welcome milesoldier.
    I agree the Treasury selling AIG is irrelevant -- their reasons to sell (and actually buy) the stock were nothing to do with a regular investor's intent. This was a bailout and so they had to do the cash-infusion even if they thought there would be no profit down the road. Since there is a profit, now they want to sell as soon as possible to erase the memory altogether.
    Dec 1 11:11 AM | Likes Like |Link to Comment
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