Daniel S. Loeb @DanieISLoeb1

Why foster bitterness between various crucial parts of the free enterprise system? Employment opportunities exist because of both our entrepreneurial spirit and the ability of growing companies to access venture capital, IPO equity and debt. We are all in this together.

President Biden Archived @POTUS46Archive

2 years ago

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Good investigation.

Matt Walsh @MattWalshInBos

2 years ago

Good investigation.

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Ed Sheeran is popular — but Talmud more so, per stadium attendance timesofisrael.com/ed-sheeran-is-… via @TimesofIsrael fact check on Twitter under Elon is 🔥

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Why AI Will Save the World a16z.com/2023/06/06/ai-… #tech via @a16z Great essay

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Wonder if the headline was generated by ChatGPT

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Mango elimination already adding billions to $GOOGL market cap.

Daniel S. Loeb @DanielSLoeb1

2 years ago

Mango elimination already adding billions to $GOOGL market cap.

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Daniel S. Loeb @DanielSLoeb1

2 years ago

businessinsider.com/google-removed… Very smart moves by $GOOGL Dried mango is pure sugar.

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Performative Presidency.

President Biden Archived @POTUS46Archive

2 years ago

Performative Presidency.

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Daniel S. Loeb @DanielSLoeb1

2 years ago

Today I lost my blue check. Should I care?

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Daniel S. Loeb @DanielSLoeb1

3 years ago

UBS offers to buy Credit Suisse for up to $1bn ft.com/content/ec4be7… Proposed deal looks good for CS creditors in both the opco and holdco recognizing the significant value at both levels. Also positive for financial system as it preserves the capital structure.

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Daniel S. Loeb @DanielSLoeb1

3 years ago

no bail in of prefs and all opco and holdco bonds reinstated. Good for the financial system. Only issue is the 100bp spread wideneing out. Shouldn't be an issue given the expected gov't assurances and backstops. Not a done deal yet but good direction and hope details resolved

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Daniel S. Loeb @DanielSLoeb1

3 years ago

Looks like common sense prevailing and one step towards some stability but more needed. Not a done deal but looking promising.

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Daniel S. Loeb @DanielSLoeb1

3 years ago

Thought for the day: There two basic models for valuation. One based on current financial metrics: PE, FCF, TEV/EBITDA, P/BV etc. The other model incorporates option theory which is a better model in times of distress. Think of the security as an option priced out of the cont

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Daniel S. Loeb @DanielSLoeb1

3 years ago

rally when disaster is averted or time is bought. Remember the resolution of the stress tests in 2009 which pushed off the day of reckoning for big banks for years and marked a market bottom. Of course we had a different Fed backdrop then but consider the same principles today.