Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections.

Timestamps:

00:00 Li Lu and David Tepper Intro

00:15 Li Lu portfolio overview

01:10 Micron Technology (MU)

02:29 East West Bancorp (EWBC)

02:53 Postal Saving Bank of China (SHA: 601658)

03:33 David Tepper portfolio overview

03:46 Nvidia (NVDA)

04:44 Tepper stock buys and sells

08:13 Alibaba (BABA)

10:20 Uber (UBER)

11:20 Pinduoduo (PDD)

11:48 Previous update: Pabrai, Akre, Klarman, Gayner

Related episodes:

Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner

https://youtu.be/oxAXpnu3oXY

Everything Mohnish Pabrai Said About Investor Li Lu

https://youtu.be/rqz0_soraHI

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”

https://youtu.be/QP496jwcumk

Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock

https://youtu.be/moqHjmcItFg

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The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.