David Tepper at Carnegie Mellon
And concluding the series on David Tepper, a small surprise: a 40 minutes presentation he did probably around November 2007 at Carnegie Mellon, more specifically at the Tepper School of Business [add favorite Argentinians joke here]. It shows another side of him instead of the loud and profane publicized by the media. Specially interesting are his lessons from
- the Russian crisis, bomb threats included
- politics at Goldman Sachs, and his love affair with Jon Corzine
- the use of cash as a hedge, actually the best hedge.
And it is time to go back to company analysis…
RR: The video was removed but here is a transcript thanks to Santangel’s Review