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Archive for the ‘Carl Icahn’ Category

In his blog, The Icahn Report, Carl Icahn argues in a new post, It’s Up to the Shareholders, Not the Government, to Demand Change at a Company, that “shareholders have been complicit in allowing management excesses and incompetence by not taking a stand.” Nell Minnow, editor and co-founder of the Corporate Library, agrees: Shareholders have [...]

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In an opinion piece for the New York Times titled, We’re Not the Boss of A.I.G., Carl Icahn argues that the legal “devices” that disenfranchise shareholders “can be found at the root of today’s financial crisis:” The legal landscape is filled with devices designed by state legislators and courts to prevent shareholders from influencing how [...]

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Carl Icahn contributed an article to the Wall Street Journal on President Obama’s plan to limit executive pay to $500,000 a year plus restricted stock for institutions that receive government funding. Icahn argues that while the response is “understandable,” the salary cap fails to address the root cause of the problem: The real problem is [...]

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We’re unabashed fans of Carl Icahn, who’s reputation for pushing up the stock prices of the companies he invests in has led to a phrase that describes his Midas touch: the “Icahn lift.” We’ve previously covered the billionaire investor’s antics in YHOO here. Our gift to you is 60 Minutes’ August profile on Icahn: It [...]

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Today we continue our “Net Net vs Activist Legend” thought experiment, with Yahoo! Inc. (NASDAQ: YHOO). YHOO is a stock that is not cheap on an asset basis but it does have a prominent activist investor with a 5.5% stake and two seats on the board. At its Friday close of $11.66, which is around [...]

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The Official Activist Investing Blog has published its list of activist investments for November: Ticker Company Activist Investor ABTL Autobytel Inc Trilogy Inc ACF AmeriCredit Corp Fairholme Capital Management ACTL Actel Corp Ramius Capital ADPT Adaptec, Inc Steel Partners ARCW Arc Wireless Solutions Brean Murray Carret Group ATSG Air Transport Services Group Perella Weinberg Partners [...]

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Greenbackd’s ideal investment opportunity is a deeply undervalued asset situation with a catalyst to quickly remove the discount. Unfortunately, those opportunities are few and far between. We frequently find deeply undervalued asset situations with no obvious catalyst. We also often find activists in stocks that we woud not consider to be undervalued on an asset [...]

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