Wednesday, October 22, 2014
Third Point Capital's Q3'14 Letter to Investors
Dan Loeb's Third Point Capital is out with their Q3 2014 letter to investors. In the letter they discuss Amgen (which Loeb spoke at the Robin Hood Investor Conference about), EBAY, and Alibaba (BABA). They also exited Sony in the quarter. YTD Third Point is up 6%.