Follow the Pundits

Tag: event driven investing

Cartoon-style illustration of billionaire hedge fund manager Daniel Loeb carrying a velvet-covered crowbar while walking through a corporate boardroom. Around him are symbols of Amazon packages, gold bars, Bitcoin coins, and corporate restructuring plans

🍾 Third Point LLC: The Velvet Crowbar of Event-Driven Alpha

Daniel Loeb doesn't merely invest in change—he often creates it. From activist campaigns and event-driven investing to new positions in gold and crypto, here's a deep dive into Third Point's latest portfolio moves and what they may signal for investors.

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Golden fortress in a rugged mountain landscape with glowing DNA strands and a lone investor silhouette, symbolizing John Paulson’s high-conviction bets on gold and biotech

🏔️ John Paulson 2025: From "Short of the Century" to the "Long of the Decade"

John Paulson is back. After years under the radar, the legendary investor posted a 58% return in 2025—driven by high-conviction bets in biotech, gold, and strategic minerals. This is not diversification. This is precision investing.

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