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Third Point Q2 Letter: Long Didi Chuxing & Energy Credit

Dan Loeb's hedge fund Third Point is out with its Q2 letter.  In it, they talk about their new private investment in Didi Chuxing, a Chinese ridesharing service that currently has more market share than Uber in China.  Apple (AAPL) also recently invested. 

Third Point also updates their stake on Baxter (BAX) and talks about their increased energy credit exposure.

Third Point's Q2 letter is embedded below:



You can download a .pdf copy here.