While not a current player, a profile on Sir James Goldsmith would be good. If this is pursued, take a look at the old Fortune article on his breakup of Diamond International in the early '80s. One of the best deals ever.
Thanks, Edwin! The Bear Cave is one of our favorite newsletters—really appreciate your shoutout today. Anyone in particular you'd like to see us cover in the future?
Great post! I particularly enjoyed the comment about how Loeb didn’t “gate” during the crisis while other funds did, and how that decision was net positive in the long run in strengthening his relationship / trust with LPs.
In-depth and unique analysis! I've collected some of Dan's letters, some great ones were Ligand and Pogo - which would work really well for part 2.
https://www.tahadharamsi.com/memos/dan-loeb-activist-investor-letters/
Thanks for sharing, TD! These are great. Feel free to check out KG's compilation (here: https://drive.google.com/file/d/163MAA54sjCMM3p1o4UqM1H4ehaM0OfXY/view) to check out all the letters we went through as we worked on this.
Wow guys. This was outstanding. Thank you for putting this together. I learn a LOT! ...Can I be so bold as to ask you to.... DO MORE OF THEM!!! 🤘❤😁
Nick, thank you! You make our day. Please stay tuned...many exciting profiles on the horizon.
I really enjoyed this. Great profile
Thanks, Reid!
This is outstanding work. Thoroughly researched and very well written. Wish you much success. Thanks
Thank you, Nikhil! Appreciate the kind words.
While not a current player, a profile on Sir James Goldsmith would be good. If this is pursued, take a look at the old Fortune article on his breakup of Diamond International in the early '80s. One of the best deals ever.
We appreciate the kind words, Henry! Fantastic suggestion -- thank you.
Great piece on Dan Loeb. Keep up the great writing.
I agree with Edwin, who also commented. Outstanding. And well told. Thank you!
Thank you for the kind words, Justin!
Excellent stuff! Thoroughly enjoyed the read.
Outstanding write-up! Thanks for sharing this and I look forward to your next profile!
Thanks, Edwin! The Bear Cave is one of our favorite newsletters—really appreciate your shoutout today. Anyone in particular you'd like to see us cover in the future?
Hi Dan, Thanks for the kind words:) Eddie Lampert, Thomas Kempner, Bill Ackman, and Jim Chanos would all be interesting profiles!
These are great ideas, thank you! Stay tuned :)
Great post! I particularly enjoyed the comment about how Loeb didn’t “gate” during the crisis while other funds did, and how that decision was net positive in the long run in strengthening his relationship / trust with LPs.