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.

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