Thursday, October 27, 2011
Beer Paintings - Paying tribute to fine beer with fine art.: The 7 Trappist Breweries
Beer Paintings - Paying tribute to fine beer with fine art.: The 7 Trappist Breweries: 20x35.5in Oil on Canvas Commission A commissioned oil painting of the seven Trappist brewerie. One of the cooler paintings I've seen.
Friday, October 21, 2011
Tepper Takes Third!
The Tepper Team has made quite the push in the last few weeks and moved all the back into third place! Updated rankings below.
Follow our progress here: MBA FaceOff Blog
As of 10/20/2011 at 04:00PM ET
Rank | MBA Program, University | Avg. Portfolio Value | |
---|---|---|---|
1 | (Booth) Chicago | $1,133,326.58 | |
2 | (Fisher) Ohio State | $1,113,539.30 | |
3 | (Tepper) Carnegie Mellon | $1,089,150.52 | |
4 | (McDonough) Georgetown | $1,086,515.67 | |
5 | (Mendoza) Notre Dame | $1,034,219.52 | |
6 | (McCombs) Texas | $1,032,119.02 | |
7 | (Ross) Michigan | $1,012,988.25 | |
8 | (Johnson) Cornell | $975,134.92 |
Follow our progress here: MBA FaceOff Blog
Saturday, October 8, 2011
A Fall Beer Showdown...of questionably epic proportion
The other day I was thinking to myself that I could really go for a beer. It’s Tepper, happens all the time. Whilst pondering which beer I would choose to bless me with its alcoholic bounty a thought struck me: “It’s cold.” Which can only mean the end of summer is near...or we live in Pittsburgh. But whatever. More importantly, it meant that it’s now the time of year again for one of my favorite things: Pumpkin Beer. Now I know many of you are thinking, “But there are so many! Which one do I drink?” Well, have I got news for you. A beer showdown of epic pumpkiny proportion. Over the next three weeks I will drink all of these beers and report back my findings and forgettings. All for your benefit. You’re welcome, everyone.
The competitors:
Dogfish Head - Punkin Ale—7% ABV
Southern Tier - Pumking—8.6% ABV
Weyerbacher - Imperial Pumpkin—8% ABV
Shipyard - Pumpkinhead Ale—5.1% ABV
Buffalo Bill's - Pumpkin Ale—5.2% ABV
Coors - Blue Moon Pumpkin—5.7% ABV
Shipyard - Smashed Pumpkin—9% ABV
Sam Adams - Harvest Pumpkin—5.7% ABV
The competitors:
Dogfish Head - Punkin Ale—7% ABV
Southern Tier - Pumking—8.6% ABV
Weyerbacher - Imperial Pumpkin—8% ABV
Shipyard - Pumpkinhead Ale—5.1% ABV
Buffalo Bill's - Pumpkin Ale—5.2% ABV
Coors - Blue Moon Pumpkin—5.7% ABV
Shipyard - Smashed Pumpkin—9% ABV
Sam Adams - Harvest Pumpkin—5.7% ABV
Monday, October 3, 2011
Tepper's Second CNBC Blog Post
By: The Tepper Team
Winston
Churchill said these words, presumably during
a crisis much greater than the one we are in currently.
At the moment our team takes solace in these words,
and we are constantly on the search for ways to recover some of our drawdowns. Any aberration in normalcy presents opportunities, lurking in a far corner. As we had our flashlights on full beam over the last few days looking for the seemingly elusive opportunities, we stumbled upon some interesting facts:
a crisis much greater than the one we are in currently.
At the moment our team takes solace in these words,
and we are constantly on the search for ways to recover some of our drawdowns. Any aberration in normalcy presents opportunities, lurking in a far corner. As we had our flashlights on full beam over the last few days looking for the seemingly elusive opportunities, we stumbled upon some interesting facts:
- The
US equity markets look to be at their cheapest trading below 13x
earnings. That translates into a healthy earnings yield, which, while
compared to US treasuries this looks expensive, we know that the Greek
Drama and Operation Twist have these yields at artificial lows.
- Cross
sectional volatility of monthly returns in the US markets is the
highest since the beginning of the year. The number of stocks in the
S&P 500 with positive monthly returns has dwindled from 317 in
January to 61 in September. Even August – when the United States of
America (not Greece) was flirting with bankruptcy – saw more stocks with
positive returns. 60% more, to be specific.
Yes,
growth prospects look dimmer than at the beginning of the year but
corporate America is not ailing by any reasonable measure. The spectacle
of fear is guiding the markets. Good news is dismissed instantaneously,
and bad news is sacrosanct. How long will this last? Another 7 weeks?
Perhaps, but the probability may be lower than what the broader market
thinks.
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