Investors / stance tracking
What Mark Tepper is saying
Guest
3 dated public stances tracked since 2021-08-31, most recently 2021-08-31. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Mark Tepper's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mark Tepper is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2021-08-31
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CONSTRUCTION AND ENGINEERING | 1 | 1 bullish | 2021-08-31 | |
| HEALTHCARE SECTOR | 1 | 1 bullish | 2021-08-31 | |
| TECHNOLOGY SECTOR | 1 | 1 bullish | 2021-08-31 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2021-08-31
TECHNOLOGY SECTOR
bullish
Fox Making Money · video
As earnings growth slows over the next 12 months, durable growers become more valuable and much of that durability is concentrated in tech
“when growth is tougher to come by you want to be in companies that are durable growers, a lot of that's in tech”
Fox Business: Making Money with Charles Payne 8-31-2021
2021-08-31
HEALTHCARE SECTOR
bullish
Fox Making Money · video
Slower earnings growth environment favors durable-growth companies, and healthcare fits that profile alongside tech
“I'm favoring tech and healthcare over the next 12 months”
Fox Business: Making Money with Charles Payne 8-31-2021
2021-08-31
CONSTRUCTION AND ENGINEERING
bullish
Fox Making Money · video
Cyclical industries like construction and engineering should benefit in the near term while the current growth environment still supports them
“some of the more cyclical industries like construction and engineering could benefit more over the immediate term”
Fox Business: Making Money with Charles Payne 8-31-2021
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