David Tepper is buying ‘everything’ in China

就冲这哥们又从佛州搬回新泽西，我只能说这哥们有钱任性，俺不跟

回复 1楼 ccnicorn 的帖子
中国这轮政策征服了他。哈哈

David Tepper is buying 'everything' in China: 'ETFs...futures...everything' Provided by Dow Jones Sep 26, 2024 9:58am By William Watts
'Everything...everything - ETFs, we do futures...everything. Everything. This is incredible stuff for that place, ok, so it's everything.'David Tepper, founder, Appaloosa Management That's billionaire David Tepper, widely seen as one of the most successful hedge-fund managers of all time, telling CNBC in a rare public appearance that he was going all-in on China after this week's announcement of a range of stimulus measures aimed at boosting the country's beleaguered economy. Tepper said he had seen room for China to act after the Federal Reserve last week delivered a larger-than-expected rate cut of 50 basis points, but the scale of the proposed measures from Beijing prompted him to go past his own self-imposed trading limits. CNBC's Becky Quick noted that a regulatory filing showed Tepper's Appaloosa Management had cut back on a big position in Alibaba (BABA) in the second quarter, and asked Tepper if he had re-upped his position. Tepper didn't specify but said he was bullish on all aspects of China. China's central bank this week has delivered a rate cut and announced a range of monetary easing measures, while the Communist Party's top decision-making body has pledged additional measures as Beijing attempts to snap the economy out of a funk tied in part to a drawn-out real estate crisis. Chinese stocks have soared. The CSI 300 XX:000300 has surged nearly 11% this week, while Hong Kong's Hang Seng HK:HSI has jumped more than 9%. Tepper said he would "love to see a pullback," saying that he would have another "newfound" position limit after a market dip and provided the promised measures are implemented. Tepper said major Chinese names offer "single digit P/E (price-to-earnings) multiples with double-digit growth...and this is the other thing, you have some of these stocks with 50% cash...20% cash, 30% cash." And if the Chinese currency proves really strong, Tepper said, it will encourage stock buybacks, he said. -William Watts This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

他早上在cnbc也说了

我自己计算是，总共有30%的涨，在次之前是安全的。 我想厉害的人，肯定算得更准。
在加上芯片国产化，大家回忆一下，上一个快速步入发达国家得是哪个， 日本，美国？总之，现在的进程就是进入发达国家前还加速了。

落地无声 发表于 2024-09-26 10:59
他早上在cnbc也说了

他有具体投进去的数字吗？

回复 1楼 ccnicorn 的帖子
这哥们谁啊？很牛吗？

yluna 发表于 2024-09-26 11:26
回复 1楼 ccnicorn 的帖子
这哥们谁啊？很牛吗？

CMU的Tepper School

yaya1025 发表于 2024-09-26 11:30
CMU的Tepper School

你这么说片面了，没能充分展示出这人的财富和影响力，哈哈。
David Alan Tepper (born September 11, 1957) is an American billionaire hedge fund manager. He is the owner of the Carolina Panthers of the National Football League (NFL) and Charlotte FC in Major League Soccer (MLS). Tepper is the founder and president of Appaloosa Management, a global hedge fund based in Miami Beach, Florida. He earned a bachelor's degree in economics from the University of Pittsburgh in 1978, and an MBA from Carnegie Mellon University in 1982. In 2013, he donated his largest gift of $67 million to Carnegie Mellon, whose Tepper School of Business is named after him.[1] For the 2012 tax year, Institutional Investor's Alpha ranked Tepper's $2.2 billion paycheck as the world's highest for a hedge fund manager.[2] He earned the third position on Forbes ''The Highest-Earning Hedge Fund Managers 2018'' with an annual earnings of $1.5 billion.[3] A 2010 profile in New York described him as the object of "a certain amount of hero worship inside the industry," with one investor calling him "a golden god."[4] Tepper revealed plans to eventually convert this hedge fund into a family office.[5]

这些人都是有些内幕消息提前买，比你早卖，忽悠你接盘

yluna 发表于 2024-09-26 11:26
回复 1楼 ccnicorn 的帖子
这哥们谁啊？很牛吗？

新泽西的最大纳税人, 当年搬到弗罗里达, 把州政府吓坏了, 好说歹说不知道许了什么好处, 他才又搬回来

Personal life[edit] In 1986, he married Marlene Resnick Tepper;[58] they have three children. In 2016, he and his wife divorced.[59] In 2019, he married Nicole Bronish after a long-term relationship.[6] He has characterized himself as “a regular upper-middle-class guy who happens to be a billionaire.”[4] The Washington Post has described him as “a man who’s unpolished and proud of it, whose reputation as a candid and at times controversial voice has grown almost as fast as his net worth.”[41] In New Jersey, he and his family lived in a modest stone house in Livingston, and his New York offices “resemble[d] a high-end sports bar—all polished mahogany and flat-screen TVs and black-and-gold Steelers paraphernalia—or a wealthy frat house.” He told an interviewer in 2010 that sometimes, “if someone is an asshole, like a waiter at a restaurant, I think, I could just buy this place and fire that guy.”[4] According to the Post, he “paid $43.5 million for the beachfront mansion of a former Goldman Sachs supervisor who had passed him over for promotion. Then he had the house demolished.”[41] He then built a house nearly twice as big on the same property.[60] He had bought the property from the ex-wife of his former boss.[61] Asked by a reporter about the origins of his strong confidence, Tepper said: “I was never afraid to go back to Pittsburgh and work in the steel mills.”[4]

purplebasil 发表于 2024-09-26 12:06
新泽西的最大纳税人, 当年搬到弗罗里达, 把州政府吓坏了, 好说歹说不知道许了什么好处, 他才又搬回来

不是的，说是他的新老婆一定要住新泽西。

如果真的是deal, 你不会自己偷偷的买个够？

大衣被禁 发表于 2024-09-26 12:09
不是的，说是他的新老婆一定要住新泽西。

是真的吗? 我总觉得是一个 cover-up, 他总不能明说是得了好处 LOL!

他买什么价 你买什么价啊 抽走他也容易 会跟你先讲吗

是真的吗? 我总觉得是一个 cover-up, 他总不能明说是得了好处 LOL!
purplebasil 发表于 2024-09-26 12:16

他的新老婆真有一手，看着长得也不是大美女那种，只是个公司普通行政，居然能搞定他，而且吃得死死的。

是真的吗? 我总觉得是一个 cover-up, 他总不能明说是得了好处 LOL!
purplebasil 发表于 2024-09-26 12:16

那就不知道了。我是听新泽西八卦人民说的。新泽西总不能给他个人免税吧？最多不收他2016-2020的税。我觉得还是有钱任性。

忽悠人进去接盘呢，进去买只是play的开头，现在一通宣传鼓吹才是play的重头戏，击鼓传花也得场子够热人够多才好玩

understandu 发表于 2024-09-26 12:19
他的新老婆真有一手，看着长得也不是大美女那种，只是个公司普通行政，居然能搞定他，而且吃得死死的。

看看贝秃的新欢, 顿时觉得 Tepper 同学品味还是凑合能看的

purplebasil 发表于 2024-09-26 12:25
看看贝秃的新欢, 顿时觉得 Tepper 同学品味还是凑合能看的

首富那个真是一言难尽。不过人家是soulmate

I think he's simply honest and open about it....he's doing what I am doing now....

回复 11楼 toddj 的帖子
上个星期五就没涨，谁还需要内幕？ 自己看清楚就可以。

看那视频，everything everything，太搞笑了。

claireliu 发表于 2024-09-26 14:33
看那视频，everything everything，太搞笑了。

说不定这和当年bill ackman劝大家卖然后自己低价收购有异曲同工的妙处
不过cnbc的今天其他嘉宾们也说了，中国中产阶级的崛起，人口红利也是蛮厉害的。