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Career Advice from David Tepper
David Tepper's advice to budding investors on getting started, process, mistakes, and life
May 23
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Conor Mac
3
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Career Advice from David Tepper
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Life Update, Druckenmiller Sees Nifty Fifty Similarities, The Secrets of John Templeton, & Luxury
Market Talk, Edition 74, May 14th 2023
May 14
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Conor Mac
31
5
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Life Update, Druckenmiller Sees Nifty Fifty Similarities, The Secrets of John Templeton, & Luxury
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Life's Smallest Luxury is not Lost on India
Starbucks Q2 2023, China, and international tailwinds
May 11
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Conor Mac
23
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Life's Smallest Luxury is not Lost on India
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The Winner's Game
Playing consensus games
May 9
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Conor Mac
51
8
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The Winner's Game
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Third Wave
JPMorgan gets a sweetheart deal in their decision to acquire First Republic Bank, the third significant US banking failure of 2023
May 2
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Conor Mac
16
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Third Wave
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April 2023
Infinite Replay Value
Hype cycles, Pachinko, generative AI, and more
Apr 27
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Conor Mac
22
4
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Infinite Replay Value
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Running Before They Can Walk
(LON: MEX) Tortilla Mexican Grill 2022 results
Apr 24
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Conor Mac
20
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Running Before They Can Walk
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Charts Charts Charts
Thursday 20th April, 2023
Apr 20
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Conor Mac
20
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Charts Charts Charts
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How the Small Investor 'Could' Beat the Market
In 1984, a 24 year old Joel Greenblatt published a paper on buying stocks that are selling below their liquidation value
Apr 18
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Conor Mac
28
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How the Small Investor 'Could' Beat the Market
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Catching Knives, The Myth of Cash on the Sidelines, & Conviction Investing
Market Talk, Edition 73, April 16th 2023
Apr 16
•
Conor Mac
34
12
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Catching Knives, The Myth of Cash on the Sidelines, & Conviction Investing
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Charts Charts Charts
Friday 14th April, 2023
Apr 14
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Conor Mac
13
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Charts Charts Charts
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Buffett gives the seal of approval for Japan and Jerome Powell
12 highlights from Buffett's CNBC appearance in Japan
Apr 13
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Conor Mac
43
14
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Buffett gives the seal of approval for Japan and Jerome Powell
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