Quick Inside Scoop on David Tepper’s Value Hunting in Europe


Despite numerous searches, I have never found any shareholder letters from David Tepper’s legendary hedge fund, Appaloosa. My friend has some contacts there and here is what he told me they are looking at in Europe.

“Things they’ve been looking at recently include ‘real’ companies in peripheral Euro countries, such as EDP, Portuagal Telecom. I also know a few CMBS issues.”

Here are the CMBS issues:

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MSC 07-IQ14 AM 1000/
MSC 07-HQ12 AM 1100/
WBCMT 2007-C30 AM 1025/
WBCMT 2007-C31 AM 1025/
WBCMT 2007-C32 AMFX 1000/
WBCMT 2007-C33 AM 1000/BACM 06-2 AJ 70/
BSCMS 07-PW16 AJ 58/
BSCMS 07-T26 AJ 67/
CSMC 06-C3 AJ 65/
CGCMT 07-C6 AJ 58/
JPMCC 07-CB20 AJ 60/
LBUBS 06-C6 AJ 73/
LBUBS 07-C1 AJ 62/65 1.8MM OFFER
MLCFC 06-1 AJ 72/
MSC 07-T27 AJ 67/

BSCMS 2007-T28 AJ 073945AH0 5x 65/
CD 2007-CD5 AJ 12514AAJ0 5x 67/
CGCMT 2006-C5 AJ 17310MAH3 5x 64/
COMM 2007-C9 AJ 20047RAH6 5×5 76.5/79.5
GSMS 2006-GG8 AJ 362332AH1 5×5 63/66
JPMCC 2007-LD12 AJ 46632HAL5 5×5.588 56/59

Currently finding out more info, will update when posted.

Also I do not want to post this here; but another famous great value investor is hunting in Europe. Its on ValueWalk’s facebook page, you guys will enjoy the quick read as well (slightly longer)-http://www.facebook.com/pages/Value-Walk/144640855575863

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