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David Tepper

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Ultra-Wealthy Investors Pile Into Alphabet in Rare Consensus
business7 days ago

Ultra-Wealthy Investors Pile Into Alphabet in Rare Consensus

In Q2 2026 13F filings, Berkshire Hathaway and a cadre of famed investors—Stanley Druckenmiller, Seth Klarman, David Tepper, and Dan Loeb—simultaneously expanded Alphabet (GOOGL/GOOG) positions, with Berkshire adding about 0.93% of the company across GOOG/GOOGL holdings and others opening or increasing stakes. The moves come as Alphabet posted solid earnings and cloud growth, underpinned by AI initiatives, yet reported negative free cash flow and rising debt, highlighting a nuanced backdrop for the stock’s valuation (roughly 17x trailing earnings). The cluster of bets underscores a rare billionaire consensus on Alphabet’s long‑term AI and cloud potential, even as 13F data represent snapshots from June 30, 2026.

via 24/7 Wall St.|
#13f-filings#alphabet#berkshire-hathaway
Tepper Cuts 12 Stocks in Q2, Bets Big on Baidu and Micron
business9 days ago

Tepper Cuts 12 Stocks in Q2, Bets Big on Baidu and Micron

David Tepper’s Appaloosa Management completely exited 12 positions in its Q2 2026 13F, including SanDisk, Corning, PDD Holdings, JD.com, L3Harris, and RTX, while trimming Micron but keeping a large stake and adding to Baidu. He also exited his China baskets and defense stocks, signaling a shift toward concentrated, conviction names amid a mixed read on the quarter’s performance. It’s important to remember 13F data reflects positions at a point in time and not current holdings or guarantees of future moves.

via 24/7 Wall St.|
#13f#appaloosa-management#baidu
Goodell Sees Draft as Step Toward Charlotte Super Bowl Dreams
sports1 month ago

Goodell Sees Draft as Step Toward Charlotte Super Bowl Dreams

Charlotte’s bid to host major NFL events gained momentum as Panthers owner David Tepper playfully urged a future Super Bowl during a fireside chat with NFL Commissioner Roger Goodell, who praised the city’s growth and suggested the NFL Draft could be a stepping stone to that goal. The event highlighted Bank of America Stadium’s $1.3 billion renovation and a new fan experience center, underscoring Charlotte’s ongoing push to attract marquee NFL events beyond 2030.

via Charlotte Observer|
#charlotte#david-tepper#nfl
"Panthers and Charlotte Pursue $800M Stadium Deal for 20-Year Commitment"
sports2 years ago

"Panthers and Charlotte Pursue $800M Stadium Deal for 20-Year Commitment"

The Carolina Panthers and the City of Charlotte are proposing an $800 million renovation deal for Bank of America Stadium, aiming to keep the team in the city for 20 years. The city will invest $650 million from existing hospitality and tourism tax resources, while Panthers owner David Tepper will contribute $150 million and cover potential overages. The renovation will modernize the stadium with upgraded systems, redesigned concourses, and improved accessibility, enhancing the experience for fans and supporting the city's tourism economy.

via The Associated Press|
#bank-of-america-stadium#carolina-panthers#charlotte
Panthers Request $650M for Bank of America Stadium Renovations
sports2 years ago

Panthers Request $650M for Bank of America Stadium Renovations

Tepper Sports & Entertainment and the city of Charlotte have proposed a $650 million partnership for renovations to Bank of America Stadium, aiming to keep the Carolina Panthers in their current location for the next 20 years. The city council will vote on the proposal on June 24, with the city's contribution coming from hospitality tax revenue and Tepper Sports & Entertainment adding over $688 million. Renovations include new seating, improved accessibility, enhanced safety, and upgraded restrooms, totaling over $1 billion in investments.

via ESPN|
#bank-of-america-stadium#carolina-panthers#charlotte
Carolina Panthers Raise Ticket Prices for 2024 NFL Season
sports2 years ago

Carolina Panthers Raise Ticket Prices for 2024 NFL Season

Despite finishing with the worst record in the NFL, the Carolina Panthers are raising ticket prices by an average of 4 percent, with lower level tickets increasing by 7 percent and upper level tickets by 1 percent. This decision comes amidst six consecutive losing seasons, leading to growing fan dissatisfaction, as owner David Tepper aims to charge what he believes fans will pay, potentially resulting in more tickets being sold to opposing team's fans.

via NBC Sports|
#carolina-panthers#david-tepper#fan-dissatisfaction
"David Tepper's GM Hire Dan Morgan: Navigating Ownership Dynamics and Priorities for the Panthers in 2024"
sports2 years ago

"David Tepper's GM Hire Dan Morgan: Navigating Ownership Dynamics and Priorities for the Panthers in 2024"

Dan Morgan, the new president of football operations/general manager for the Carolina Panthers, faces the challenge of keeping owner David Tepper at arm's length from football decisions, a task that has eluded previous personnel. Tepper's hiring of Morgan, who has ties to the organization and a strong personnel background, is seen as an attempt to restructure the front office and create a buffer between ownership and football operations. The Panthers hope this new structure, similar to the one in San Francisco, will lead to better personnel decisions and on-field success.

via The Athletic|
#carolina-panthers#dan-morgan#david-tepper
"Former Player Dan Morgan Takes Helm as Panthers' General Manager"
sports2 years ago

"Former Player Dan Morgan Takes Helm as Panthers' General Manager"

Dan Morgan has been named the Carolina Panthers' new president of football operations and general manager, replacing Scott Fitterer. With a background as the team's assistant general manager and experience in Buffalo, Morgan aims to lead the Panthers to success despite their league-worst 2-15 record in the 2023 season. The team's decision to trade for the No. 1 pick in the 2023 NFL Draft and select Bryce Young has not yielded immediate results, but the hope is that Morgan's leadership will bring about positive change. Additionally, Panthers owner David Tepper is expected to bring in an executive to serve as a buffer between ownership and football, potentially following a front-office structure similar to the San Francisco 49ers.

via The Athletic|
#carolina-panthers#dan-morgan#david-tepper
"Former LB Dan Morgan Named Carolina Panthers' New General Manager, Owner David Tepper Continues Front Office Overhaul"
sports2 years ago

"Former LB Dan Morgan Named Carolina Panthers' New General Manager, Owner David Tepper Continues Front Office Overhaul"

The Carolina Panthers have named former Pro Bowler Dan Morgan as their new president of football operations/general manager after a thorough search led by team owner David Tepper. Tepper may not be finished adding to the front office, as the team continues its search for a new head coach. The Panthers are also eyeing Lions offensive coordinator Ben Johnson for the coaching position. With the team needing to address various areas including offensive line, wide receiver, and pass rush, Tepper aims to turn around the team's fortunes after a string of coaching searches and a challenging season.

via CBS Sports|
#carolina-panthers#dan-morgan#david-tepper
"Assessing the Carolina Panthers' Troubled 2-15 Season"
sports2 years ago

"Assessing the Carolina Panthers' Troubled 2-15 Season"

The Carolina Panthers endured a tumultuous 2-15 season, marked by the firing of head coach Frank Reich and general manager Scott Fitterer, as well as the disappointing performance of rookie quarterback Bryce Young. The team's struggles were attributed to a lack of consistency, dysfunction, and poor decision-making, particularly the trade of two first-round picks and DJ Moore to select Young. The Panthers' focus now turns to rebuilding the offensive line, finding a new coach and general manager, and providing stability for Young's development.

via ESPN|
#bryce-young#carolina-panthers#david-tepper
"Carolina Panthers Owner David Tepper Fires GM Scott Fitterer After 3 Seasons"
sports2 years ago

"Carolina Panthers Owner David Tepper Fires GM Scott Fitterer After 3 Seasons"

The Carolina Panthers have fired general manager Scott Fitterer after three seasons, citing the team's poor performance under his leadership, including a league-worst 2-15 record in 2023. Fitterer's tenure was marked by unsuccessful draft picks and free-agent signings, as well as the underwhelming performance of top pick Bryce Young. Owner David Tepper's decision to dismiss Fitterer reflects a desire for a new direction for the franchise, with potential reorganization of the front office and speculation about candidates for the GM role.

via The Athletic|
#carolina-panthers#david-tepper#gm-firing
"Carolina Panthers Fire GM Scott Fitterer After Three Seasons"
sports2 years ago

"Carolina Panthers Fire GM Scott Fitterer After Three Seasons"

Carolina Panthers owner David Tepper fired general manager Scott Fitterer after a 2-15 season, marking the team's sixth coach in Tepper's six seasons. Fitterer's departure comes amidst roster deficiencies and a questionable trade for quarterback Bryce Young, who struggled in his rookie season. Tepper's quick trigger on personnel changes reflects a pattern of impatience, signaling a total reset for the Panthers' leadership this offseason.

via Yahoo Sports|
#carolina-panthers#david-tepper#nfl