Daniel Loeb - Third Point: Inside an Event-Driven Portfolio
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Daniel Loeb - Third Point: Inside an Event-Driven Portfolio
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In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Daniel Loeb and Third Point.
Third Point blends long-term compounders with event-driven opportunities, often investing around corporate actions, restructurings, and strategic shifts.
Holdings covered include:AMZN, MSFT, NVDA, META, TSM, PCG, BN, COF, FLUT, VST, RKT, UNP, NSC, DHR, KVUE, CRH, CSGP, APO, HTZ warrants, and more.
This episode covers:• Event-driven portfolio construction• Activist & catalyst-based investing• Balancing conviction with flexibility
⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.
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