Lots of chatter on the blogosphere about David Tepper of Appaloosa Management. He mentions that 2011 will be “harder and not without risk.” (From Abnormal Returns: NYPost, TRB, Clusterstock, market folly). And here are the CNBC videos from Investment Linebacker.
Long time readers know that I’m a fan of Tepper’s, and below are the results of following his stock picks via 13F filings every quarter via AlphaClone. Beats the market by an astonishing 20% a year. That includes outperformance of 8% in 2010 and 90% in 2009. Top holdings include BAC, C, PFE, and the newly purchased DF. Holdings with be updated again in a few weeks so stay tuned!