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
I mean, look, we're investing outside of tech into companies that have some great... Well, first of all, it also comes back to the management because we can't really just look at a...
product or technology and say, oh, this is going to be it forever.
So we really look for a management team that we think will be adaptable.
And just like you guys were saying last night, you don't want to be on boards of companies.
These are things that they should be doing.
So I think that's a huge part of it, like finding management teams that you really believe in that have
should have a proven ability to stay ahead of.
Sorry, is what?
No.
I think it's one of those things after 30 years, there's like a pattern recognition and you...
Yeah, there's no one approach to it.
I think one thing that we've avoided is kind of a valuation, a solely valuation-based approach.
I've just seen too many people get run over by shorts that...
have dumb valuations, but they get captured on Reddit or one of these other things and they just get there.
Or like some of these space companies right now that there's no rhyme or reason.
We had a really strong view on home builders from last year that there were two things going on.
It wasn't just
it wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first structurally
impaired because of the way that they were all pretending to be nvr which is they all pretending to be asset light but they had massive commitments to these land pools which in in things that they said were options but they were really very committed in the capital and that that value was going on but but that the the home building industry was really the last industry that had this post-coveted hangover of inventory disruptions and and pricing um
pricing that really made no sense.
Showing 421–440 of 548 · page 22 of 28
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