Appaloosa Management, every mention
11 scenes · ← back to Appaloosa Management
tap a year for its mentions
every year anyone Ted Seides 10Sujit Indap 3Herb Wagner 3Max Frumes 1Ian Charles 1Baroness Dambisa Moyo 1
Verbatim, from the transcripts: the passages where Appaloosa Management comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 43:38 Baroness Dambisa Moyo He was at Tepper for a long time, ex-Goldman as well.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 0:28 Ted Seides My guest on today's show is Herb Wagner, the managing partner of FinePoint Capital, a four billion dollar opportunistic value hedge fund he founded 11 years ago after spending 14 years at Baupost and two at Appaloosa under legendary…
- ▶ 12:55 Herb Wagner So I was an early investor in distressed debt when I went to Appaloosa when I was young as well.
- ▶ 14:14 Herb Wagner I was there for a short period of time, and then I got a call from Dave Tepper to go work at Appaloosa. 2 times in the scene
- ▶ 15:43 Ted Seides When you think about the Appaloosa style, the Baupost style, almost opposite ends of the spectrum in terms of risk taking, what did you see, say first at Appaloosa in seizing that opportunity when it's there? 5 times in the scene
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 23:03 Ian Charles Names like Qualtrics, Microsoft, TIBCO, Blackstone, Appaloosa, Apollo, Fortress, Aries, Bain, really sophisticated people.
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
- ▶ 4:32 Ted Seides We walk through the intricacies, tensions, and dynamics of the Caesars bankruptcy, whose stakeholders included Apollo, TPG, GSO, Elliott, Silverpointe, Oaktree, and Appaloosa,
- ▶ 33:20 Sujit Indap 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. 3 times in the scene
- ▶ 36:53 Ted Seides You've got Oaktree, as you said, Appaloosa comes in on the other side. 3 times in the scene
- ▶ 42:12 Max Frumes But ultimately, with all that was hanging over them, they agreed that they would give up all of their initial equity investment, which is what Appaloosa and Oak Tree and the second lane creditors were demanding, not just for the profit,…
- ▶ 51:47 unnamed speaker I mean, there's all these traditional long-only buyers of debt, whether it's loans or bonds, who bought Caesar's paper along the way, starting in 2007 and 2008, and they ultimately sold their paper for huge losses, and they sold it to the…