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Tuesday, October 15, 2013

David Tepper on CNBC # 1

David Tepper was on CNBC this morning and shared his view that the Fed will not be tapering for some time.  He thinks that the uncertainty of the next three or four months will make it hard for markets to rally but his view is overtime the market is well positioned for continued appreciation.


Leon Cooperman on CNBC

Leon Cooperman was on CNBC today and recommended buying Qualcomm (QCOM), Motorola Solutions (MSI) and Swatch.  He also thought Chimera Investment (CIM) was worthwhile and is in the midst of a turnaround.  He also likes Sandridge Energy (SD) which he thinks is worth $10 vs a $6 stock price.

Sunday, October 13, 2013

Interview with Bruce Greenwald

Bruce Greenwald was recently interviewed by Motley Fool.  In the interview Greenwald shares his thoughts on growth stocks and when to sell, the value of the financial sector today, whether reputation risk matters, predicting the macro environment, the need for a catalyst with investments, and three ways to hedge -- including gold and how to use it.  Pretty good stuff.  Enjoy:

Saturday, October 12, 2013

Jim Chanos at WSJ Conference

Jim Chanos was recently interviewed at the WSJ Conference.  In the interview he shares his views on China, the energy sector, and Tesla (NASDAQ: TSLA).  Pretty good stuff:

Amit Kumar of Artham Capital Interview

Amit Kumar the founder of independent research shop Artham Capital has a nice interview with Manual of Ideas where he talks about how he looks for long and short ideas and gives some specific examples.  Pretty interesting and worth listening to.

Friday, October 11, 2013

David Winters on CNBC

David Winters was on CNBC today talking about why he thinks Coke, Wynn, and others are currently undervalued.  Enjoy:

Thursday, October 10, 2013

Jim Chanos CNBC #3

In this clip Jim Chanos discusses how the natural gas revolution may have negative implications for coal players and other companies: