Dan Loeb Q3: Long Dover

Dan Loeb of Third Point Q3 letter to investors below

Also see The Value Interviews Part One: Finding Value – The Process

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Equity Investment: Dover Corporation
During the third quarter, we invested in Dover, an industrial conglomerate with a $15 billion market capitalization. Dover has leading share in several highly consolidated end markets, including retail fueling, industrial printing, retail refrigeration equipment, and artificial lift for U.S. onshore energy production.
Dover sha