Investor viewpoints
Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.
Third Point · Dan Loeb
Third Point Q1 2025 Investor Letter, discussing tariff impact, reduced net exposure, event-driven opportunities, CoStar new positions and structured credit portfolio, is an important source for observing Loeb's risk control and opportunity switching.
Third Point · Dan Loeb
Third Point Q4 2024 investor letter, reviewing full-year 24.2% return, equity/credit/private equity multi-strategy contribution, positive contributions from Siemens Energy, Amazon, Tesla, LPL and Apollo.
Third Point · Dan Loeb
Third Point Q2 2024 Investor Letter, discussing AI-related positions, new Apple positions, Corpay, Intercontinental Exchange, real world assets and the credit/M&A environment.
Third Point · Dan Loeb
Third Point Q1 2024 investor letter, the fund rose 7.8% in the first quarter, with positive contributions from Meta, Vistra, Amazon, Bath & Body Works, Microsoft, and discusses macro noise and stock volatility.