Dan Loeb
Founder, CEO & CIO, Third Point LLC. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
investorfounderexecutive@DanielSLoeb1 ↗thirdpoint.com ↗Wikipedia ↗
Daniel Loeb founded New York-based hedge fund Third Point LLC in 1995, building it into a multi-asset firm managing billions across equities, private credit, and venture capital. He is best known on Wall Street for his aggressive shareholder activism and letters targeting corporate governance at major public companies.
Everything Dan Loeb said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Loeb: Japanese Government Favors Reform, but Management Teams Remain Entrenched
“The government actually really wants the companies to do this. It's really the management teams that are more entrenched, because the shareholders and the government kind of want that”
Loeb: Third Point Underestimated AI's Disruption of Info Services
“The mistake that we made within the last two years, we obviously were looking for, and we've made some great short investments in, or so we've taken some great shorts and things that are being disrupted
By AI, but where we've made the mistake is that we're con…”
Dan Loeb: AI will create net jobs rather than economic apocalypse
“I think we're probably more optimistic or I should say that maybe less pessimistic that there's going to be some kind of
You know, apocalypse from AI, like I, I'm still pretty optimistic that it will create opportunities and create jobs and create net jobs.
Ob…”
Loeb: Middle East is probably the world's most vibrant region
“To travel to the Middle East, which I think is probably the most vibrant, interesting part of the world.”
Dan Loeb: Short-side investing is fun when uncovering fraudulent companies
“I mean, investing is fun, and particularly on the short side. I mean, there's so much humor in it when you, Detect these companies, especially in the nineties. I mean, it was really unsupervised. There were some incredibly fraudulent companies out there, and i…”
Loeb: Identifying 10-to-20-year business moats is harder today than in the past
“And it's, it is harder now. I don't think we can, I don't know that we can really go out, you know, 10 or 20 years ago. By the way, I think we deluded ourselves earlier, because I think if you ask people about the moat around, you know, IBM, or, you know, some…”
Loeb: Third Point avoids taking board seats to maintain liquidity
“That was one, I think we learned not to go on boards anymore because it restricts your ability to be liquid”
Loeb: Third Point would have made $4B if it kept Enphase stock
“We're also early investors in, in end phase. And we Sold some stock on the IPO, and then took a tax hit, and I think sold it under a dollar, and the stock, I think had we stayed on, would have made four billion dollars.”
Loeb: U.S. taxpayers will make a ton of money from Atom Computing
“The government, the taxpayers are gonna make a ton of money on this, and their involvement also has, will contribute meaningfully to the value of this business.”
Loeb: Investors must be tech investors today because tech affects everything
“I think you have to be a tech person today. It's such a, it's a big and growing and compounding part of the economy. It affects everything else.”
Loeb: Pod and Quant Risk Models Force Selling, Creating Fundamental Opportunities
“They have, ah, risk metrics which have forced selling on the way down, so they do the opposite of what, it might be rational for their business model, but it's not rational for long-term investors. So you have a lot of these things that will Continue to create…”
Loeb: Board loyalty to underperforming CEOs drives bad corporate governance
“You know, so the bad, bad governance I've seen is when, from a number of things. One, they let their loyalty or relationship to a CEO who's not up to the job overshadow their duty to shareholders. That's probably the main thing”
Loeb: Most Third Point campaigns succeed without taking board seats
“Most of the time in our experiences, we've been able to work with existing boards and kind of redirecting them and offering solutions, or sometimes we don't even have to get on the board to get those things done.”
Loeb: Writing and PR are the best ways to exert activist social pressure
“Social pressure is actually a very effective way. And I think the best way to put social pressure on a company is through writing and PR efforts around the company.”
Loeb: Danaher is truly one of the best-run businesses
“I think investing in Danaher has been the most instructive because it really is truly One of the best run businesses.”
Loeb: Danaher celebrates finding underperformance because it is fixable
“When they found someone that was underperforming, it was celebrated because instead of shamed, because look, look what all these things you're doing wrong, we can fix those, and they did.”
Loeb: AI Disruption in Info Services Will Cause a Shakeout
“I still think there could be a shakeout. There probably will be a shakeout there where there will be some phoenixes that rise from the ashes, but that's been kind of the investment lesson of the last, you know, year or so.”
Loeb: Claude enables individual autonomy and continuous self-improvement
“Claude really is like a, and it really enables you
To be an individual self-improver. It makes you very autonomous and like your ability is sort of like, it'll give you back whatever you put into it. If you put a lot of time and energy and effort into it.”
Loeb: Drexel Burnham Claims Were Among the Best Bankruptcy Investments Ever
“That was one of the best investments ever in the history of bankruptcies was the claims on Drexel, because people didn't understand the complexity of the different value pools and liquidations, and the claims were overstated, the assets were understated, but i…”
Loeb: Great Analysts Today Must Master Industry Nuances and Technology
“I think now it's somebody who's like a Gavin Baker type, a junior Gavin Baker, somebody who understands a company or understands an industry and understands the nuances of a technology.”
Loeb: Casey's Succeeded by Being a Pizza Chain Masquerading as Convenience Stores
“Casey's general stores, like, why was this one of the best performing stocks? It looked like a, you know, it looked like a tech stock. It was Because they were not a convenience store chain, they were a pizza chain, kind of masquerading as convenience stores.”
Dan Loeb: Third Point sold all its Palantir stock in the $20s
“We were we were private investors in Palantir And I think we sold all our stock in the twenties.”
Loeb details Third Point's credit, CLO, and liability asset breakdown
“Across the fund we have a CLO business with about seven billion dollars in it. Within Third Point itself we have about 30% of a, which would make it about close to three billion dollars in structured credit and corporate credit, but that's within the hedge fun…”
The other half of the tape: Dan Loeb's own voice is left out of every number here. Other people bring the name up 9 times in 5 episodes across the shows. every mention, with the transcript →
Who brings them up most Chamath Palihapitiya 7Jason Calacanis 2
Every mention by year
tap a year for its mentions
All-In 9
2026 3 mentions in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2021 3 mentions in 1 episode
One line per show, most statements first. The link opens Dan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 INVEST LIKE THE BESTLEDGER | Founder, CEO & CIO, Third Point LLC | 1 | 36 | — | full record on Invest Like the Best → |
| ALL-INLEDGER | Founder, CEO & CIO, Third Point LLC | 1 | 13 | — | full record on All-In → |