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.
In his first-quarter letter to investors of Greenlight Capital, David Einhorn lashed out at regulators. He claimed that the market is "fractured and possibly in the process of breaking completely." Q1 2021 hedge fund letters, conferences and more Einhorn claimed that many market participants and policymakers have effectively succeeded in "defunding the regulators." He pointed Read More
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.
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.