Saturday, 13 July 2013

Idol Series - Carl Icahn

Carl Icahn (born 16 Feb 1936) is one of the world most prominent corporate raider or corporate activist.

According to investopedia.com, a corporate raider is defined as an investor who buys a large number of shares in a corporation whose assets appear to be undervalued. The large share purchase would give the corporate raider significant voting rights, which could then be used to push changes in the company's leadership and management. This would increase share value and thus generate a massive return for the raider. 

Thus management hates him while shareholder obviously loves him.

Carl Icahn rose to prominence during the 1980s, the junk bond era. His early days most significant deal was the hostile takeover of TWA in the 1985. He is still very active till today with the Dell takeover being one of his latest deal he is involced.

Attached Forbes link provides a very good summary of Carl Icahn the man:


In addition, the below youtube video is a very simple 10minutes plus video about this man and from there you can realise some key characteristic about him:

1) Management are the most important. Like Buffet and Mr Li, Icahn believes that good management is the key. Thus, the first thing he do when he raided a company is to get rid of the management. This is another reminder that for a successful investment strategy, choose a good management.

2) Ruthless and relentless with his work. Icahn definitely looks more ruthless compared to Buffet and Mr Li. However, I don't think he is any different from Buffet or Mr Li. To me, Icahn just shows it more than the other two. Recall what Buffet say when he took over Salomon Brothers:

Lose money and I will forgive you, but lose even a shred or reputation and I will be ruthless.

I'm not saying that they are ruthless or cruel in nature but it all boils down to they having a high expectation on their individual works.

In addition, he like the other two, enjoys his works. Even at a ripe old age of 77 he is still doing it.

3) It is all about value, value and value. Again, Icahn seeks to buy undervalued company but with decent business model and quality assets. Thus again it is always about value, value and value.


Enjoy the video below folks, cheers~~~


No comments:

Post a Comment