15 December 2009

Who had a bad day? David Tepper

Not quite at the close. And using Sept 30 13f portfolios. So actual returns could be a lot better for these managers' long portfolio. Or it could be worse. Although that's probably not the case for Appaloosa which comes in #3 from the bottom. Natch it was overexposure to banks that caught most of these guys but Overloaded with Tech wasn't the place to be today either.

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