Dan Loeb: Shifting From Value To Growth

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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

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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

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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 Top 10 Holdings (Q3 2020)

Johnny HopkinsDan Loeb, Top 10 HoldingsLeave a Comment

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: Latest Activist Positions

Johnny HopkinsDan LoebLeave a Comment

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”

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 … Read More