spinoff

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Dan Loeb · across every show →

Everything said about spinoff, oldest first

May 28, 2026
Insight
Loeb: Spinoff management teams sandbag forecasts to optimize incentive packages
“Management teams would go out in the case of a spinoff. And do a road show that would present a very conservative view. Some might even say sandbag the numbers. Why? Because people are always creatures of incentives. Their incentive package would be set at the…”
Dan Loeb May 28, 2026 ▶ 8:24 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
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