This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Saturday, July 19, 2014
Third Point Q2 2014 Letter
Dan Loeb is out with his Q2 2014 Letter to investors.
In the letter he reveals that Third Point is up 6.0% YTD vs. 7.1% for the S&P 500. He also discusses positions in Kroton Educacional SA, Fibra Uno, Argentina, and Royal DSM NV. Enjoy: