Daniel S. Loeb
A comprehensive compilation of Daniel S. Loeb's writings, articles, interviews, and talks.
PresentationsMarch 2017Billionaire Daniel Loeb - Hedge Funds and Investment ApproachSeptember 2021Daniel Loeb on Growth is Value, Crypto, NFT, Short Squueze, Financial Crisis, & Today’s MarketNovember 2024Glenn August, Daniel S. Loeb & Robert O'Leary on the Disruption from Private Credit Market at #FII8March 2026Dan Loeb on AI, Short Selling & Why Hedge Funds Are Back | Global Alts Miami 2026ArticlesFebruary 2005Third Point letter to Star Gas Partners CEO Irik Sevin (the 'Mr. Pink' poison-pen letter)March 2006Third Point DFAN14A proxy solicitation re Massey Energy (activist campaign materials)April 2009Third Point Q1 2009 Investor LetterDecember 2010Third Point Q3 2010 Investor LetterSeptember 2011Third Point initial 13D letter to Yahoo! Board of Directors (5.1% stake; demand for board change)August 2012Third Point Q2 2012 Investor Letter (Delphi)January 2013Daniel Loeb's Third Point Q4 2012 Investor LetterMay 2013Third Point letter to Sony CEO Kazuo Hirai ('For Sony to Change, Sony Must Focus'; Entertainment IPO)June 2013Third Point second letter to Sony (raised stake; Entertainment 'sleeping giant')August 2013Third Point SC 13D on Sotheby's (initial activist filing; Loeb as CEO of record)October 2013Third Point letter to Sotheby's CEO William Ruprecht ('Old Master painting / culture of complacency')April 2014Third Point Sotheby's investor presentation (proxy fight deck)October 2016Third Point Q3 2016 Investor Letter ('our democracy has also been meaningfully disrupted')July 2018Third Point 'NestleNOW' presentation (July 2018, full deck)July 2018Third Point letter / 'Nestle Needs a Reboot' (NestleNOW) campaign to Nestle boardApril 2020Third Point 2020Q1 Investor LetterAugust 2020Third Point Capital Q2 2020 LetterOctober 2020Third Point Capital Letter to DisneyOctober 2020Third Point Capital Q3 2020 LetterFebruary 2021Third Point Capital Q4 2020 LetterMay 2021Third Point Capital Q1 2021 LetterAugust 2021Third Point Capital Q2 2021 LetterOctober 2021Third Point Capital Q3 2021 LetterFebruary 2022Third Point Capital Q4 2021 LetterMay 2022Third Point Capital Q1 2022 LetterJuly 2022Third Point Q2 2022 Investor LetterAugust 2022Third Point Capital Letter to The Walt Disney CompanyOctober 2022Third Point Q3 2022 Investor LetterOctober 2023Third Point Q3 2023 Investor LetterMay 2024Third Point Q1 2024 Investor LetterAugust 2024Third Point Q2 2024 Investor LetterOctober 2024Third Point Q3 2024 Investor LetterFebruary 2025Third Point Q4 2024 Investor LetterMay 2025Third Point Q1 2025 Investor LetterAugust 2025Third Point Q2 2025 Investor LetterOctober 2025Third Point Q3 2025 Investor LetterFebruary 2026Third Point Q4 2025 Investor LetterApril 2026Third Point Q1 2026 Investor LetterInterviewsMay 2026Legendary Investor Dan Loeb on AI, Credit, & Third Point's $25B Strategy (Invest Like the Best EP.475)June 2026Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back (All-In) Key Articles About Daniel S. Loeb2013The Re-Education of Dan Loeb — Stephen Gandel, Fortune2014Dan Loeb's $15 Billion Secret — Katrina Brooker, Bloomberg Markets2013Daniel Loeb: The hedge fund boss who wants to break up Sony — Dominic Rushe, The Guardian