Carl Icahn Case Study – VISX

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – USX

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – TWA

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Time Warner

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Temple-Inland

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Nabisco

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Lear Corp

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Our firm’s founder Brian Jones and me have participated in over $40 billion M&A transactions , so we hope you find some of our insights useful. Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Kerr-McGee

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – CSX

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ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Carl Icahn Case Study – Blockbuster/Hollywood Entertainment

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#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.

Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

 

Which Companies Likely to be Targeted by Carl Icahn During Coronacrisis?

2-Typical Carl Icahn Target Criteria

 

Many companies are likely to become vulnerable to activist investors during the coronacrisis period, though strong performance can help insulate from advances.

To understand typical companies targeted, motives and criteria, I analyzed 15 Icahn transactions over the years. These also include Hollywood Entertainment, CSX, Kerr-McGee, Lear Corporation, Mylan Laboratories, Nabisco, Temple-Inland, Time Warner, USX, VISX. Here are some of my take aways.

 

How Does Carl Icahn’s Activist Hedge Fund Make Money?

1- activism_icahn

ActiveAllocator Research – Activist hedge-funds have been largely opaque and mysterious and have acquired a certain myth. Whether they are seen as corporate raiders specializing in hostile takeovers and asset stripping of publicly listed businesses or activist investors is very much in the eye of the beholder? To understand typical strategies,  I analyzed 15 Icahn transactions over the years. These also include Hollywood Entertainment, CSX, Kerr-McGee, Lear Corporation, Mylan Laboratories, Nabisco, Temple-Inland, Time Warner, USX, VISX. Here are some of my take-aways.

Remember you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.