Third Point, every mention

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every year anyone Patrick O'Shaughnessy 6Dan Loeb 6

Verbatim, from the transcripts: the passages where Third Point comes up

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Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best May 28, 2026 · 12 mentions

  • ▶ 4:58 Patrick O'Shaughnessy You have an early reputation for being this incredibly precise, um, ability to go through, through things with sort of a forensic lens as an activist early in your career, but now Third Point is, is sort of a, a much bigger, broader, more… 2 times in the scene
  • ▶ 9:51 Dan Loeb From 1995 when we started the fund, probably up until the early, uh, 2013 to 15, that was our bread and butter and how we thought about investing. 2 times in the scene
  • ▶ 35:24 Patrick O'Shaughnessy One of the interesting things about their point is that, if I understand it correctly, it's something like 60% credit, which I think would surprise a lot of people, just like the total assets. 4 times in the scene
  • ▶ 56:53 Dan Loeb All, all in Third Point and in Treasury. 3 times in the scene
  • ▶ 58:02 Dan Loeb We merge, we merged our reinsurance company into a closed end fund that we had in the UK third point offshore investors.
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