Dan Loeb Shareholder Letter Q3 2011

Dan Loeb’s Q3 2011, shareholder letter is out. Not so much commentary but info on his holdings and his portfolio allocation. Hist top position is currently gold. David Einhorn and John Paulson also have a large position in gold. Full document below in scribd: Third Point August// Other Articles That May Be of Interest Dan Loeb’s Recommended Reading List Jim Grant on The Gold Standard Investment...