1. Thanks to my loyal readers, Value Walk has been a wild success. For the time being I will be posting a lot more static content and posts, while maintaining the quality. I will still be posting my own unique articles several times a day. For the time being I am not going to post everything on Twitter, Facebook etc. The best place to follow me is on Feedburner/email.
2. I will be adding some new features to the site, hopefully this week or the next stay tuned.
3. I promised in the post 2/3 investor resource pages a week. I hope starting now to do this for the next few months.
Below is a partial excerpt followed by link to full page, which can also be found under Value investors->activist investors(https://www.valuewalk.com/carl-icahn-resource-page/). I am going to restructure the whole investor resource page menu as I add more investors.
INVESTMENT PHILOSOPHY
Icahn’s approach involves targeting a business he thinks is badly managed and whose stock price is under value. He succeeds when the markets are on a recession when everyone shows a bearish trend, he then starts buying. He secures a large ownership position to entrance for a position on the company’s board of directors. More often than not his first requirement is to dump the CEO and, mostly, devolving the company into many parts for a convenient sale off. Wall Street experts say that most of the time he is triumphant since he is frightening and unyielding. He has viewed as such a dependable gold mine that investment managers characteristically set up buying the company’s shares, that whether Icahn is victorious or not, leaves him with vigorous stock price profits.
- Strategic M&A is one of Carl Icahn’s favorite investment themes and currently represents around 30% of Icahn Fund ltd. Private equity firms, now without cheap financing options, can no longer outbid strategic buyers. In a number of industries such as healthcare, software, and energy, large consolidators can achieve significant synergies and use strong balance sheets to complete transactions.
