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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
What are the companies that are gonna be around
seven to 10 to 20, like what are the real moats that exist out there?
And it is harder now.
I don't think we can, I don't know that we can really go out 10 or 20 years ago.
By the way, I think we diluted ourselves earlier because I think if you ask people about the moat around IBM or some of the other companies.
AOL, Yahoo, you say the same thing.
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.
Showing 141–160 of 548 · page 8 of 28
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