David Tepper is one of the most successful hedge fund investors in the world. His Appaloosa Limited Partnership compounded at roughly 25% annualized after fees from its founding in 1993 through 2019, when he began returning cash to outside investors. Today, roughly 90% of the capital in Appaloosa belongs to Tepper himself, and he continues to produce phenomenal returns. Through the first half of the year, the fund was up 32%. While Tepper has kept a significant amount of cash on hand, concentrated bets on a handful of stocks have helped drive those returns. Around 40% of his public equity portfolio is held in just three stocks, according to the fund's most recent 13-F filing. Here's whether they're still worth buying today.
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