Daniel S. Loeb

Daniel S. Loeb

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Founder of Third Point; prominent activist hedge fund manager posting commentary on markets, policy, and investing.

Future Default and Severity Rates Drive Private Credit Opportunity
SocialApr 23, 2026

Future Default and Severity Rates Drive Private Credit Opportunity

Actually want matters is both the future default rate AND severity rate. Sometimes defaults fault in a greater recovery as when long dated fully collateralized bonds default and the maturity date advances to the day it is restructured.

By Daniel S. Loeb
UAE to Run Half Government on Autonomous AI by 2026
SocialApr 23, 2026

UAE to Run Half Government on Autonomous AI by 2026

UAE ahead of the curve and a better ally than any European NATO member at this point.

By Daniel S. Loeb
Absent Fathers Harm Boys: Don't Be Like George
SocialApr 18, 2026

Absent Fathers Harm Boys: Don't Be Like George

Ladies and gentlemen, and especially to all the Dad’s out there: this is what happens when a boy is deprived of his father’s love. Don’t be like George.

By Daniel S. Loeb
Two-Tier Tax System Pushes Out-of-State Residents Away
SocialApr 15, 2026

Two-Tier Tax System Pushes Out-of-State Residents Away

I’m confused. Don’t they always pay property taxes? So this is a two tier property tax system as it’s illegal to impose income taxes on out of state residents. Also what about non-residents who have businesses here?...

By Daniel S. Loeb
Enterprise Valuation Remains Uncertain Amid Tech Turbulence
SocialMar 16, 2026

Enterprise Valuation Remains Uncertain Amid Tech Turbulence

A wise man poetically described it as the “time bounded valuation of an enterprise” Who knows with MacroHard and human emulation not to mention terrestrial data centers, it’s hard to know what to wear in the morning let alone how...

By Daniel S. Loeb
Baillie Gifford Defends CoStar Amid Questionable 5‑year Returns
SocialFeb 15, 2026

Baillie Gifford Defends CoStar Amid Questionable 5‑year Returns

https://t.co/5Dz4e0JITs Baillie Gifford backs CoStar in activist battle Perhaps unnamed Baillie Gifford rep should look at the 5 year chart. Hard to see “repeatedly demonstrated” value creation over past 5 years. Happy to take your call so you can...

By Daniel S. Loeb
Daniel S. Loeb | Pulse