Investment Letters

  • Dan Loeb, Investment Letters

    The Poetry of Dan Loeb: A Study In Language

    Third Point founder Dan Loeb has often been noted for his “poison pen” or “venomous tongue.” But focusing on the toxic properties of his letters to corporate executives and boards—and we’re not saying they aren’t enjoyably poisonous—risks missing their truly poetic value. Loeb specializes in rhythmic alliteration and internal “sound rhymes.” In his recent letter […]

    / Apr 12, 2007 at 3:11 PM
  • Investment Letters, James Grant, legal

    Spy vs. Thief: Jim Grant Against Eaton Vance

    There’s trouble brewing up in Bean Town. Boston Herald Business columnist Brett Arends reports today that Boston based Eaton Vance has filed a lawsuit in federal court claiming that spyware was implanted into their computers by Grant’s Interest Rate Observer, the must-see investment letter from the mind of James Grant. It seems that Grant came […]

    / Nov 2, 2006 at 1:34 PM
  • Investment Letters

    Calling the South Korea Nuclear Test

    This morning reports broke that North Korea was claiming to have tested a nuclear weapon, prompting President George Bush to hold a brief press conference denouncing the move. Will the US reaction to this test be the “October Surprise” that many have speculated might (a) boost GOP electoral hopes and/or (b) tank the stock market? […]

    / Oct 9, 2006 at 11:05 AM

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