18 Comments
Jun 26, 2021Liked by Dan Scott

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/

Expand full comment

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!!! 🀘❀😁

Expand full comment
Jul 21, 2021Liked by Dan Scott

I really enjoyed this. Great profile

Expand full comment
Jul 18, 2021Liked by Dan Scott

This is outstanding work. Thoroughly researched and very well written. Wish you much success. Thanks

Expand full comment

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.

Expand full comment

Great piece on Dan Loeb. Keep up the great writing.

Expand full comment

I agree with Edwin, who also commented. Outstanding. And well told. Thank you!

Expand full comment
Jun 29, 2021Liked by Dan Scott

Excellent stuff! Thoroughly enjoyed the read.

Expand full comment

Outstanding write-up! Thanks for sharing this and I look forward to your next profile!

Expand full comment