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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Tuesday, May 17, 2022 - 1:25pm | 2248Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...
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Here's Why Activist Investor Daniel Loeb Sees ~$1 Trillion Untapped Value In Amazon
Thursday, February 17, 2022 - 7:48am | 290Read More...The Wall Street Journal reports that activist investor Daniel Loeb sees about $1 trillion in untapped value at Amazon.com Inc (NASDAQ: AMZN). Loeb's Third Point LLC counts the e-commerce major as one of its most significant holdings. Third Point, as of the end of 2021, had...
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Disney's Combined Strength Across Sectors Remains 'Unparalleled' In Global Media Industry, Says Dan Loeb
Monday, August 9, 2021 - 5:57am | 391Read More...Activist investor Dan Loeb noted that the combined strength of Walt Disney Co.’s (NYSE: DIS) various sports, general entertainment, and blockbuster franchises remains “unparalleled” in the global media industry. What Happened: In a letter to investors of his hedge fund Third Point...
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Bill Ackman SPAC Deal For Universal Music Group Could Face Battle From Dan Loeb, Among Others
Tuesday, June 15, 2021 - 4:46pm | 636Read More...Bill Ackman's plan to acquire 10% of Universal Music Group could face a setback with Vivendi shareholders speaking out against the transaction. What Happened: Bill Ackman’s Pershing Square Tontine Holdings Ltd (NYSE: PSTH) announced a plan to acquire 10% of Universal Music Group, a...
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Barron's First Picks And Pans Of 2021: Disney, Home Depot, Intel, Nike, Nordstrom And More
Saturday, January 2, 2021 - 5:23pm | 1102Read More...This weekend's Barron's cover story offers 12 alternatives to bonds for income investors. Other featured articles examine values stocks worth a look, parallels between internet and transportations stocks, and how to play a consumer discretionary rebound. Also, the prospects for a luxury...
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Third Point Urges Intel To Explore Strategic Alternatives: Report
Tuesday, December 29, 2020 - 5:07pm | 324Read More...Intel Corporation (NASDAQ: INTC) is being pushed by activist hedge fund Third Point LLC to explore "strategic alternatives," according to a Reuters report, citing a letter Third Point sent to the tech company’s chairman. What Happened: Third Point CEO Daniel Loeb wrote to...
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Disney's Stock Pops After Company Doubles Down On Streaming
Monday, October 12, 2020 - 5:10pm | 502Read More...Walt Disney Co (NYSE: DIS) announced a business reorganization after Monday’s market close that points to a renewed focus on the direct to consumer streaming model. What Happened: Disney announced three new content groups called Studios, General Entertainment and Sports. The...
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How Disney+ Can Surpass Netflix, According To Dan Loeb
Wednesday, October 7, 2020 - 3:18pm | 540Read More...Activist investor Dan Loeb of Third Point is calling on Walt Disney Co (NYSE: DIS) to maintain its dividend cut to fund its streaming offering Disney+. What He Said: Loeb took a stake in Disney in early 2020. After increasing his holdings, he now owns 5.5 million shares of the...
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What To Make Of Dan Loeb's New Stake In Disney
Friday, August 7, 2020 - 11:32am | 388Read More...Hedge fund manager Dan Loeb and his Third Point fund bought a new stake in Walt Disney Co (NYSE: DIS) in part because there is "no close second" in the entertainment and media universe, CNBC's Scott Wapner reported on "Halftime Report." Disney Is 2013 Microsoft: The...
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A Closer Look At Dan Loeb's Letter Urging Sony To Reorganize
Friday, June 14, 2019 - 3:54pm | 473Read More...Activist investor and major Sony Corp (NYSE:SNE) shareholder Third Point released a 102-page presentation titled "A Stronger Sony" Thursday. The fund, managed by Dan Loeb, argued for the Japan-based company to split up its businesses to better position itself for growth...
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Friday, May 17, 2019 - 9:21am | 1998Read More...The latest round of 13F filings from institutional investors were out this week, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what...
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Sony's Stock Jumps Following Report Dan Loeb Is Building A Position
Monday, April 8, 2019 - 11:02am | 399Read More...Activist investor Dan Loeb and his Third Point hedge fund is accumulating a stake in Sony Corp (NYSE: SNE) and could push the company to explore several strategic alternatives, according to a Reuters report. What Happened Third Point has already amassed a stake in Sony and is looking to raise $500...
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2 Pro Takes On Campbell Soup's Deal With Activist Investor
Tuesday, November 27, 2018 - 1:44pm | 570Read More...Activist investor Dan Loeb and his Third Point struck an agreement Monday with Campbell Soup Company (NYSE: CPB) in which two of Third Point's slate of directors will be added to the food company's board. Shares of Campbell Soup moved lower after the announcement, and at least two...
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Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolio
Thursday, November 15, 2018 - 12:23pm | 1764Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Campbell Soup Falls Amid Report Company Doesn't Plan To Sell Itself To A Strategic Buyer
Tuesday, August 28, 2018 - 8:36am | 372Read More...Notable activist investor Dan Loeb may have a proxy war on his hand after a New York Post report said Campbell Soup Company (NYSE: CPB) isn't looking to sell itself. What Happened Loeb's activist hedge fund Third Point and company heir George Strawbridge own an approximately 8.4-percent...
















