Case Study #3 of an Excellent Investment Thesis

You should read this case to see the depth of thinking this investor puts into his company analysis.

Quinsa Example of a Clear Investment Thesis_Case Study 3

You will also gain from rereading the case as your understanding of competitive analysis and investing improves.

Dan Loeb’s Third Point Re To Merge After Years Of Losses

Nestle Dan Loeb Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investorsLast week, Third Point Re insurance, which is backed by US hedge-fund manager Daniel Loeb, said it would merge with Sirius International Insurance Group in a cash-and-stock deal worth around $788 million. The deal comes at a pivotal time for both companies. Third Point Re To Merge After Years Of Losses Early last year, reports Read More


Learning is often an itinerant process; you have to circle back and review and reread to gain better understanding.