TPNTF News and Press, Third Point Offshore Inve From 05/11/21

Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing. During the First Quarter, Third Point returned +11.0% in the fla...

The following slide deck was published by Third Point Investors Limited in conjunction with their 2021 Q1 earnings call. For further details see: Third Point Investors Limited 2021 Q1 - Results - Earnings Call Presentation

Dan Loeb's hedge fund Third Point (TPNTF) took a new stake in real estate information company CoStar Group (CSGP), according to the fund's first quarter letter.We believe the "business will be a direct beneficiary of the impending wave off COVID-induced disruption in the CRE market," Loeb sai...

Dan Loeb's 13F portfolio value increased from ~$10B to ~$13B this quarter. The number of positions increased from 47 to 73. Third Point added Alphabet and increased Avantor and Planet Fitness while reducing Amazon.com and Alibaba Group Holdings. The top three positions are at ~20%...

Daniel Loeb argued in a recent activist letter that the time to go all in on streaming is now. We consider that argument and whether/where it distinguishes itself from Disney's ongoing strategy. We also consider Netflix's position and what the challenges are for both firms going f...

Dan Loeb's 13F portfolio value increased from ~$7.30B to ~$10B this quarter. The number of positions increased from 36 to 47. Third Point added PG&E while dropping Baxter International and Raytheon Technologies during the quarter. The top three positions are at ~22% of the por...

Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing. During the Q3, Third Point returned 11.7% in the Offshore Fund. ...

This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 08/17/2020. Please visit our Tracking Dan Loeb’s Third Point Portfoli...

Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Dan Loeb’s Third Point Portfoli...