Appaloosa Management
also referred to as: appaloosa
5 statements across 2 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Aug 16, 2021 by Sujit Indap · said 20 times in 4 episodes since 2021 · across every show →
Mentions by year
brought up most by Ted Seides (10), Sujit Indap (3), Herb Wagner (3), Max Frumes (1), Ian Charles (1), Baroness Dambisa Moyo (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 9 mentions in 1 episode
2021 10 mentions in 2 episodes 5 per episode
Everything said about Appaloosa Management, oldest first
Aug 16, 2021
Apollo aligned with Elliott and GSO to pressure junior creditors
“They go into bankruptcy with this deal with Elliott. They very quickly get a deal with the GSO group, and that is supposed to create all kinds of pressure on the most junior debt holder, which is the Oak Tree Appaloosa second lead bondholders.”
Aug 16, 2021 positive
Aug 16, 2021 positive
Caesars creditors achieved above-par recoveries across debt tranches in restructuring
“You're talking about there was a 66 cent settlement for the second liens, but that came with equity options that ultimately took that above par. For the first liens, they were paid out at par plus these convertible preferred that brought that well above par. T…”
Sep 22, 2025 positive
Wagner: Tepper Aggressively Exploited Major Market Dislocations and Otherwise Did Nothing
“And when there was massive dislocations amongst fundamentals and prices, he would really jump in, price assets, learn how investors were thinking about them, and be very aggressive at the right time. When there wasn't great things to do, he would do nothing.”
Sep 22, 2025 neutral
Wagner: Appaloosa runs higher concentration and volatility than Baupost
“Appaloosa has more volatility than what Baupost does. So Baupost has a very robust hedging program, just a much different culture of the organization, more diversified in terms of what they owned. And so Dave tended to be a lot more concentrated, a lot more ag…”