Carl Icahn: The Death of Activism

Johnny HopkinsCarl IcahnLeave a Comment

In his latest interview with CNBC, Carl Icahn discusses the death of activism. Here’s an excerpt from the interview: Icahn: It makes no sense to make it tougher and tougher for the activism to work and with me we take big positions, we make tender offers, we have permanent capital, … Read More

Carl Icahn: Q3 2019 Top 10 Holdings

Johnny HopkinsCarl IcahnLeave 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 … Read More

Carl Icahn: The Life Of An Activist Investor

Johnny HopkinsCarl IcahnLeave a Comment

If you’ve ever wonder what it’s like to be an activist investor, you may want to take a look at Carl Icahn’s latest open letter to the shareholders of HP and his strong criticism of the HP board for not pursuing its possible acquisition by Xerox. Icahn currently owns around … 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 … 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 … Read More