Dan Loeb
speaker
548 appearances
2 recordings
2 series
first heard Jun 2026
last heard 5 Jun
Dan Loeb’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
You know, like Eric Mindich was a boy wonder at Goldman.
He was the youngest partner.
Yeah.
Ran the arb desk there.
And he had this triumvirate or quadrumvirate, whatever, the four people, I don't want to leave them out, but Amos Marone, Dineker, and...
some other guys.
Anyway, they were great.
And they really kind of brought me into their thought process, thinking about event-driven investing.
And then, you know, I covered some of the smartest people in the business, including David Tepper.
I got to watch their thought process.
And I was like a, you know, like a Chinese corporation that was like copying and reverse engineering and taking everything in and creating my database of knowledge and my
own operating system kind of taking the best out of what all these different people did.
That was, well, I think we call it event-driven investing.
It was really less focused on the quality of business, more focused on very complex transactions, takeovers, spinoffs, risk or arbitrage, bankruptcies, privatizations, demutualizations.
And these transactions created unbelievable opportunities for Alpha because of the confluence of
dislocation, opacity, kind of time, but also, this goes, and nothing changes, and I always quote this Jesse Livermore line, there's nothing new under the sun, a real focus on management incentives.
So in all these different kinds of transactions,
management was incentivized to sandbag their numbers during a time when there was an excess supply of securities where their options were being set and we as co-investors got to come in with these depressed projections and ride along not just the, well we got to ride along a few different things that would happen.
Greater transparency and understanding of the business, coverage, companies that
that delivered a top line and margins and ROE and everything else better than expectations.
Showing 341–360 of 548 · page 18 of 28
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