In his latest Q2 2024 Letter, Dan Loeb emphasizes the importance of balancing investments between the digital and physical worlds. While digital investments in areas like hyperscalers, AI platforms, and semiconductors remain crucial, Loeb highlights the appeal of physical world investments, particularly in companies with strong competitive moats, unique products, … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ Securities
In his latest Q3 2023 Third Point Letter, Dan Loeb discussed how he’s finding many opportunities in improving credits with ‘bulletproof’ securities, boasting yields of 10%-13%, supported by seniority, security, or both. Here’s an excerpt from the letter: Third Point’s corporate credit portfolio has contributed 1.3% to fund returns on … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Understanding The Impact Of AI Is Essential To Successful Stock Selection
In his latest Q2 2023 Letter, Dan Loeb says his funds performance was hurt by its exposure to value stocks, which have underperformed growth stocks in recent months. He also says that understanding the impact of AI is essential to successful stock selection. Here’s an excerpt from the letter: Against this … Read More
Dan Loeb: Preserve Liquidity To Take Advantage Of Markets When They ‘Break’
In his recent Q1 2023 Investor Letter, Dan Loeb explained why he is preserving liquidity and buying power to take advantage of markets when they ‘break’. Here’s an excerpt from the letter: Looking ahead, we see some encouraging signs that inflation is moderating, especially in areas like freight, energy and … Read More
Dan Loeb: Invest In Companies That Have Found ‘Religion’
In his latest Q4 2022 Letter, Dan Loeb recommends investing in companies that have found ‘religion’. Here’s an excerpt from the letter: While these results were lackluster, we used market weakness to bring up our exposures, initiate several new positions, and add to others that traded to attractive levels. Notwithstanding … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: What The Smartest Man In America Told Me
In his recent Q3 2022 Letter, Dan Loeb explained what the smartest man in America told him. Here’s an excerpt from the letter: I am sympathetic to many of these economic and geopolitical concerns but amidst all the gloom, we are seeing very attractive valuations, particularly assuming an economic scenario … Read More
Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions Shift
In his latest Q1 2022 Letter, Dan Loeb explains why investors must adapt their models and frameworks quickly as market conditions shift. Here’s an excerpt from the letter: The 1982 non-narrative film, “Koyaanisqatsi” takes its name from the Hopi word meaning “life out of balance.” The prescient film juxtaposes striking … Read More
Dan Loeb: Investors, Like Athletes, Need To Review Their ‘Game Films’
In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: I think one of the most important things we can do as investors is understand our own and others thought processes, mental frameworks, … Read More
Dan Loeb Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Shifting From Value To Growth
In his latest Q2 2021 Investor Letter, Dan Loeb explains why he’s made the shift from value to growth. Here’s an excerpt from the letter: In our Q2 2018 Investor Letter, I laid out our rationale for shifting the emphasis of the portfolio toward higher quality compounders and growth stocks, … Read More
Dan Loeb: Top 10 Holdings, Top Buys & Sells
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: The Risks Of Using Leverage
In the book Alpha Masters, Dan Loeb discusses the risks of using leverage. Here’s an excerpt from the book: “If you take a 10 percent return in security and lever it up four times and after financing costs generate 15 or 20 percent returns, you haven’t increased your returns. You’ve … Read More
Dan Loeb: Avoid Taking Positions Against Companies With Large Short Positions
In his latest Q4 2020 Investor Letter, Dan Loeb discussed why investors should avoid taking positions against companies with large short interests. Here’s an excerpt from the letter: The recent short squeeze in certain securities is nothing new. Indeed, as Jesse Livermore said in Reminiscences of a Stock Operator, (quoting … Read More
Dan Loeb Top 10 Holdings (Q3 2020)
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry Point
In his latest Q2 2020 investor letter Dan Loeb recommends investing in quality or ‘compounder’ companies, but only at an attractive entry point. Here’s an excerpt from the letter: In 2010, I remember sharing with investors at our annual event the quotation attributed to John Maynard Keynes: “When the facts … Read More
Dan Loeb: Latest Activist Positions
As a new weekly feature here at The Acquirer’s Multiple, we’re going to take a look at the latest activist positions from some of our favorite superinvestors based on their latest 13D/13G filings. Activist investors like Warren Buffett, Carl Icahn, David Einhorn, Bill Ackman, Paul Singer, Howard Marks. John Paulson, … Read More
Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”
Dan Loeb recently released his Q32018 shareholder letter in which he discusses the difficulty of investing in the market this year, the current market environment, and how he plans to invest in the future. Here’s an excerpt from that letter: In the hit NBC television show The Good Place, (spoiler … Read More
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