Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”

Johnny HopkinsDan Loeb, Shareholder LettersLeave a Comment

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 alert!) the audience is led to believe that a group … Read More

Which Are The Best Shareholder Letters For Investors To Read

Johnny HopkinsShareholder LettersLeave a Comment

We’re currently in the midst of companies releasing their Q2 2018 shareholder letters. During these times one of the questions we often get asked is, which are the best shareholder letters for investors to read? Some of the letters we recommend investors read include: Warren Buffett – Berkshire Hathaway Howard Marks – Oaktree Capital Memos Seth Klarman – The Baupost Group Jamie … Read More