Pith Wave Signal

2 stories tagged #Third Point

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  1. Dan Loeb Calls Nvidia 'Reasonably Valued' at 15x Forward Earnings
    finance

    Dan Loeb Calls Nvidia 'Reasonably Valued' at 15x Forward Earnings

    Dan Loeb argues Nvidia trades at roughly 15 times projected 2027 earnings, dismissing AI bubble concerns while Third Point accumulates shares.

    4d ago 1 min read
  2. Ackman and Loeb Diverge on Tech Bets in Early 2026
    finance

    Ackman and Loeb Diverge on Tech Bets in Early 2026

    Billionaire investors Bill Ackman and Daniel Loeb took opposite positions on Microsoft and Alphabet in early 2026.

    2w ago 1 min read