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
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.
Prices went up to unsustainable levels, but so did building costs went up, and buyers are no longer able to pay those prices in the current financing environment, but they've also gotten squeezed by inflation and costs.
So that's been something, so we've been short on things related to that.
I mean, I'm sure you guys share this.
It's one of the most vexing questions.
We were private investors in Palantir, and I think we sold all our stock in the 20s.
Huge mistake.
Gosh.
We were private.
We led the B round in...
In Upstart, that was one.
I think we learned not to go on boards anymore because it restricts your ability to be liquid.
But we were also early investors in Enphase.
And we sold some stock on the IPO and then took a tax hit.
And I think sold it under a dollar.
Showing 161–180 of 548 · page 9 of 28
← Previous
Next →