Carl Icahn: Top 10 Holdings, New Buys, Sold Out Positions

Johnny HopkinsCarl Icahn, Portfolio ManagementLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents … Read More

Carl Icahn: The Genesis Of The Great Corporate Activist

Johnny HopkinsCarl IcahnLeave a Comment

One of the best books written about Carl Icahn is King Icahn: Biography of a Renegade Capitalist, by Mark Stevens. The book is the story of a man who rose from humble beginnings to emerge as one of the the most powerful activists in corporate America. Two passages in particular encapsulate the early thinking of Icahn. The first discusses the two … Read More

HBS – Activist Investors: The Untold Story

Johnny HopkinsBill Ackman, Carl IcahnLeave a Comment

Here’s a great article at the The Harbus. The Harbus is the independent, non-profit news organization of Harvard Business School. The article provides some great arguments against the perception that all activist investors are short term focused, aggressive, and meddlers. Here’s an excerpt from that article: Ask many HBS students about the perception of activist investors as perpetuated by the required curriculum … Read More

Carl Icahn: “Bitcoin And Other Cryptocurrencies Are ‘Ridiculous'”

Johnny HopkinsCarl IcahnLeave a Comment

In a recent interview with CNBC, Billionaire investor Carl Icahn says he doesn’t like bitcoin and other cryptocurrencies, calling them “ridiculous.” He also added, “Maybe I’m too old for them. I wouldn’t touch that stuff.” Here’s an excerpt from that interview: Carl Icahn told CNBC on Tuesday that he has an unfavorable view of bitcoin and other cryptocurrencies, calling them … Read More

Carl Icahn: His Most Bizarre Acquisition Story

Johnny HopkinsCarl IcahnLeave a Comment

One of our favorite investors here at The Acquirer’s Multiple is Carl Icahn, and one of my favorite Icahn interviews is one he did with Dealbook. In this interview he shares his most bizarre acquisition story. It’s a story about ACF. Following is an excerpt which I have edited for clarity: So I was a kid, you know 31 years … Read More

Carl Icahn – How Did Icahn And Kingsley See Investment Opportunities When Others Couldn’t

Johnny HopkinsCarl IcahnLeave a Comment

One of the investors we follow closely here at The Acquirer’s Multiple is Carl Icahn, and one of the best pieces ever written on Icahn’s investing strategy comes from Tobias Carlisle’s book, Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations. Carlisle illustrates how Icahn and Alfred Kingsley put together their audacious activist investing strategy. … Read More