Daniel Loeb

Daniel Loeb

Last Update: 2014-05-15

Number of Stocks: 47
Number of New Stocks: 21

Total Value: $6,808 Mil
Q/Q Turnover: 43%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Daniel Loeb' s Profile & Performance

Profile

Daniel Seth Loeb is founder of Third Point LLC, a New York based hedge fund managing over $2.3 billion in assets. Loeb is well known in the financial world for writing public letters in which he expresses disapproval of the performance and conduct of other financial executives.

Web Page:http://www.thirdpointpublic.com/

Total Holding History

Performance of Master Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201325.231.55-6.3
201221.215.45.8
2011-0.12.08-2.2
3-Year Cumulative51.6 (14.9%/year)55 (15.7%/year)-3.4 (-0.8%/year)
201033.515.0618.4
200938.226.4611.7
5-Year Cumulative179.7 (22.8%/year)125.5 (17.7%/year)54.2 (5.1%/year)
2008-32.8-374.2
200716.65.6111.0
20061515.79-0.8
200519.94.9115.0
200430.21218.2
10-Year Cumulative293.4 (14.7%/year)104.1 (7.4%/year)189.3 (7.3%/year)
200351.528.722.8
2002-7-22.115.1
200114.9-11.926.8
200017.1-9.126.2
199942.22121.2
15-Year Cumulative960.5 (17%/year)98.3 (4.7%/year)862.2 (12.3%/year)
19986.628.6-22.0
199752.133.418.7
199644.32321.3
19953737.6-0.6

Top Ranked Articles

Market Cycle Analysis & Five-Year Rolling Analysis of Guru Performance
Market Cycle Analysis In our research of John Hussman’s performance, we observed that he underperformed the market if we look at the latest 3-year annualized return, 5-year annualized return and even 10-year annualized return. Yet this might not be the case if we look at his performance over a complete economic cycle. Read more...
Dan Loeb’s Letter to the Board of Yahoo
LETTER TO THE BOARD OF DIRECTORS OF THE ISSUER Read more...
Talks of Carl Icahn Getting a Piece of Herbalife, Joining Loeb in Long Position
After fellow activist investor, Daniel Loeb set off the media earlier this week with his declaration to obtain a long position in Herbalife (HLF), a company that Pershing Square’s Bill Ackman just shorted weeks ago, corporate raiding Guru Carl Icahn has been reported yesterday afternoon of joining Loeb in taking a piece of the action. Read more...
Daniel Loeb Comments on AIG
Equity: AIG (AIG) Read more...
Why Third Point Capital's Daniel Loeb Is Beating John Paulson and David Einhorn
On Wednesday, Reuters reported that hedge funds overall have lost an average of 2% over the first half of the year, while the S&P gained around 6%. Below the average are unexpected names like John Paulson (flagship fund down 15%), David Einhorn (Greenlight Capital down 5%), and Bill Ackman (Pershing Square Capital down 2.27%). Read more...
» More Daniel Loeb Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Third Point Comments on Royal DSM NV
Over the past three years, Royal DSM NV (“DSM”) has transformed itself into a leading global life sciences company focused on health and nutrition with ~$12 billion of sales and ~$1.7 billion of EBITDA. DSM’s portfolio of businesses also includes legacy activities in materials sciences. While the Materials segments account for ~55% of sales, their profit contribution to the DSM group (~30% of EBITDA) has been greatly surpassed by that of the Nutrition segment (~70% of EBITDA). Earlier this year, DSM shares sold-off following: i) a profit warning in the Nutrition segment, and ii) growing skepticism about DSM’s ability to execute on its plan to divest its commodity caprolactam business. The weakness in DSM’s share price served as an opportunity to build our position. We believe that the profit warning in Nutrition was driven by cyclical factors and abnormally adverse weather rather than any structural changes in the underlying fundamentals. We are also optimistic that management can successfully separate its commodity caprolactam exposure through either a sale or joint venture. Finally, near-term trends are positive More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb’s Third Point Second Quarter 2014 Investor Letter
Review and Outlook More...

  • Currently 2.50/5

Rating: 2.5/5 (2 votes)

Einhorn Is Transforming BioFuel Energy Into A Profitable Real Estate Company Daniel Loeb - Einhorn Is Transforming BioFuel Energy Into A Profitable Real Estate Company
Two of the gurus that I follow at GuruFocus are David Einhorn and Daniel Loeb. They are both considered to be activist investors and their hedge funds have experienced extraordinary results. Loeb started Third Point Capital in 1995 and Einhorn started Greenlight Capital in 1996. Third Point Capital has returned 20.4 percent annulized since its inception in 1995, and Greenlight Capital has returned 19.5 percent annualized since May of 1996. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Insider Sells Highlight: Cytec Industries Inc.
Vice President and CFO of Cytec Industries Inc. (CYT) David Drillock sold 49,038 shares on July 21 at an average price of $107.06. The total transaction amount was $5,250,008. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Insider Sells Highlight: Google Inc.
CEO and 10% Owner of Google Inc (GOOG) Lawrence Page sold 33,332 shares on July 14 at an average price of $586.48. The total transaction amount is $19,548,551. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

GLD: More Volatility Yet To Come
... More...

RICHARD COX: BUY GOLD, BUY SILVER, GOLD PRICES, PRECIOUS METALS, SILVER PRICES, US DOLLAR, FEDERAL RESERVE, CENTRAL BANKS, INTEREST RATES, INFLATION, STOCK MARKETS, S&P 500, DOW JONES, NASDAQ, FOREX,


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Gain Access to Daniel Loeb’s Hedge Fund Through Third Point Re Daniel Loeb - Gain Access To Daniel Loeb’s Hedge Fund Through Third Point Re
Through my research of Greenlight Re (GLRE), I discovered Third Point Reinsurance (TPRE). Third Point Re was listed as the most similar, publicly traded competitor to Greenlight Re. The company is a way to gain access to Daniel Loeb’s hedge fund without needing the typical $1 million to invest in such a fund. Loeb has been one of the best performing gurus that we follow at GuruFocus. Third Point’s funds have blown away the S&P 500 over the years. The Master Fund has provided an annual return of 20.4 percent since inception in 1995 compared to the S&P 500’s annual return of 9.7 percent. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Top 5 Hedge Fund Net Buys Daniel Loeb,Joel Greenblatt - Top 5 Hedge Fund Net Buys
The recent top net buys of the hedge fund gurus were American Airlines (AAL), Actavis (ACT), Allegion (ALLE), Gilead Sciences (GILD), and Verizon (VZ). I found the net buys by using the S&P 500 Grid at GuruFocus. I adjusted the setting to include only hedge fund gurus and examined the results for both S&P 500 companies and non-S&P 500 companies. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Can Loeb Reinvigorate Sotheby’s? Daniel Loeb - Can Loeb Reinvigorate Sotheby’s?
Now that Third Point LLC’s founder and CEO, Daniel Loeb, and the board of Sotheby’s (BID) have come to an agreement, is now the time to buy the stock? There is currently an opportunity to buy it at a lower price than Loeb. He currently has 6.35 million shares valued at valued a little under $260 million. His average purchase price is $43.91 with his purchases starting in February of 2013. The stock is now trading for about 7 percent less at $40.76. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Daniel Loeb Comments on SoftBank Corp
SoftBank Corp. (TSE:9984)("SoftBank") Update Following its strong rally at year‐end, SoftBank shares pulled back 15% during Q1 2014. We believe this pullback was due to technical trading and that SoftBank's fundamentals are stronger than when we initiated the position during the fourth quarter of 2013. SoftBank has continued to demonstrate significant value growth in key drivers across each of its underlying businesses. The Japanese wireless segment successfully navigated the temporary impact of NTT's iPhone offering and seasonal promotional activity in March 2014, while consensus valuations for Alibaba Group have grown from $120 billion to $171 billion year‐to‐date. These trends play into the four‐pronged equity value expansion story for SoftBank shares: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on IHI Corporation
Equity Position: IHI Corporation ("IHI")(TSE:7013) More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Third Point (Dan Loeb) Q1 2014 Letter to Investors
  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Global Market Valuations and Expected Returns – April 4, 2014 Daniel Loeb,Francis Chou - Global Market Valuations And Expected Returns – April 4, 2014
In January 2014, the U.S. stock market benchmark S&P 500 lost 3.36% after an excellent 2013. The enthusiasm went back as the market gained 4.31% over February. In March, it went up only 0.69%. The market benchmark S&P 500 closed at 1890.90 on April 2, 2014, which is the new record high. What is the situation in the other parts of the world? In March, the key indexes in Europe returned negative. Germany’s DAX index declined 1.40%. France’s CAC-40 index lost 0.38%. The FTSE 100 index was down 3.10%. Stock market performances in Asia were weak too. Japan’s NIKKEI 225 moderately decreased 0.09%. Hong Kong’s Hang Seng Index was down 3.00% and China’s SSE Composite index was down 1.12% due to the weaker-than-expected Chinese economic data. More...

  • Currently 5.00/5

Rating: 5.0/5 (3 votes)

Big Solutions to Improve Dow's Balance Sheet
The Dow Chemical Company (DOW) is the largest U.S. chemical maker by sales. It is engaged in manufacturing and supplying products used primarily as raw materials in the manufacture of customer products and services. The company serves the following industries: appliance; automotive; agricultural; building and construction; chemical processing; electronics; furniture; housewares; oil and gas; packaging; paints, coatings and adhesives; personal care; pharmaceutical; processed foods; pulp and paper; textile and carpet; utilities; and water treatment. More...

LONG, CHEMICALS


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Diversification, Hedging and Joint-Ventures Are Cabot´s Long-Term Drivers
Cabot Oil & Gas Corp. (COG) is an oil and gas company engaged in the development, exploitation, exploration, production and marketing of natural gas, crude oil and, to a lesser extent, natural gas liquids. The company also transports, stores, gathers and purchases natural gas for resale. More...

LONG, ENERGY, OIL, GAS


  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

Absolute and Relative Valuation Models Indicate the Same: Abbot Is a Buy Daniel Loeb,Jim Simons - Absolute And Relative Valuation Models Indicate The Same: Abbot Is A Buy
Abbott Laboratories (ABT) is engaged in the discovery, development, manufacture and sale of health care products. Market-based metrics indicate that the stock is relatively undervalued. So now let's take a look at the intrinsic value of this company and try to explain to investors the reasons why it is a good buy or not. With a dividend-payment history that affirms its commitment to maximize shareholder wealth, the company raised its quarterly dividend by 57% to $0.22 per share from $0.14. Its dividend yield is 1.67%, ahead of the industry yield of 1.35%. This makes it interesting to analyze the Discount Dividend Model. More...

LONG, HEALTH, CARE


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Is Liberty Global Speeding Up Too Quickly?
Liberty Global Plc (LBTYA)’s John Malone has a track record for purchasing small and medium-sized companies, with the goal of expanding the media and communications empire. The most recent example of this strategy was seen at the beginning of the month, when the company acquired the remaining 20% of Chile’s largest cable operator VTR for 10.1 million shares ($422 million). Furthermore, to guarantee the firm’s proper management and elevate the customer experience, VTR has entered Telecom Italy’s Global Partnership Program, which should help improve operational efficiency. However, while there is no doubt about Liberty’s growth prospects, many investment gurus like Eric Mindich (Trades, Portfolio) and Daniel Loeb (Trades, Portfolio) More...

MEDIA,COMMUNICATIONS,VTR,CABLE OPERATORS,TELEVISION,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Sotheby's Response to Third Point Litigation
NEW YORK, March 25, 2014 (GLOBE NEWSWIRE) -- Sotheby's (BID) issued the following in response to reports that Third Point has filed litigation against the Company. More...

DANIEL LOEB


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Abbott Capturing Incremental Market Share
Abbott Laboratories (ABT) is engaged in the discovery, development, manufacture, and sale of health care products. The company’s reportable segments include: Established Pharmaceutical Products, Nutritional Products, Diagnostic Products, and Vascular Products. Non-reportable segments include the Diabetes Care and Medical Optics segments. More...

LONG, HEALTHCARE, PHARMA


Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide