Dan Loeb
7 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Jun 5, 2026 by Dan Loeb · said 9 times in 5 episodes since 2021 · across every show →
On the record as a speaker too: Dan Loeb's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Chamath Palihapitiya (7), Jason Calacanis (2)
tap a year for its mentions
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
Everything said about Dan Loeb, oldest first
Jun 5, 2026 negative
Jun 5, 2026 neutral
Loeb: Third Point is investing outside tech in adaptable management teams
“We're investing Outside of tech into companies that have you know, some great, well, first of all, it also comes back to the management because we can't really just look at a product or a technology and say, oh, this is going to be it forever. So we really loo…”
Jun 5, 2026 negative
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…”
Jun 5, 2026
Loeb: Investors could be economically or technologically illiterate before the GFC
“You could be technologically illiterate or just say, I don't do it. And you could also be even more or less, you know, up until the GFC, I think you could be more or less economically illiterate and make a lot of money.”
Jun 5, 2026 positive
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…”
Jun 5, 2026
Loeb: Solely valuation-based shorting is risky due to retail squeezes
“I think one thing that we've avoided is kind of evaluation, a solely valuation based approach. There's a, I've just seen I've seen too many people get run over by shorts that have dumb valuations, but they get captured on, you know, Reddit or one of these othe…”
Jun 5, 2026 bearish
Loeb: Third Point has been shorting homebuilder-related equities
“We had, ah, a really strong view on home builders from last year that, ah, there were two things going on. It wasn't just It wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first st…”