Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.com
Patrick OShaughnessy @patrick_oshag
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Santiago Suarez on Building a Great Lending Business
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David Greenspan, founder of Slate Path Capital, taught a class at Columbia Business School that saw many of today's top investors go through. We were fortunate to be a part of it. David published a book called BEETS that has become the unofficial handbook that all today's top l/s investors have read. Should be made required reading on par with Marg... See more
#OpenLP: Beezer Clarkson and Aydin Senkut
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@davidkiferbaum