Analyzing Loeb’s Top 3 Picks for 2013: Apple Inc. (AAPL), Yahoo! Inc. (YHOO), American International Group, Inc. (AIG)
Dan Loeb is well known for writing harsh public letters to the CEOs in regards to the performance and conduct of the company. In 2012, with one of his letters he was successful in removing Yahoo! Inc. (NASDAQ:YHOO)'s former CEO Scott Thompson and himself became member of the Yahoo Board holding a huge stake in the company with 73,000,400 shares. In this article, I am trying to analyze three top holdings on his portfolio and how they should perform in 2013.
Company No. of Shares Percentage of portfolio
Yahoo! Inc. (NASDAQ:YHOO)
American International Group, Inc. (NYSE:AIG)
Apple Inc. (NASDAQ:AAPL)