Carl Icahn

What We're Reading ~ Hedge Fund Links 3/21/14

(via www.marketfolly.com)

Jack Schwager's new book: The Little Book of Market Wizards [Amazon]

Klarman warns of impending asset price bubble [CNBC]

Credit Suisse: Hedge fund AUM to hit $3 trillion in 2014 [ValueWalk]

Carl Icahn proposes eBay IPO 20% of PayPal [Shareholders Square Table]

Hedge funds poised to gain from...

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MHR Fund Management Files 13D on Titan International

(via www.marketfolly.com)

Mark Rachesky's hedge fund MHR Fund Management has filed a 13D with the SEC regarding Titan International (TWI).  Per the filing, MHR now owns 10.9% of the company with 5.84 million shares.

This is a newly disclosed position and the filing was made due to activity on January 9th.  The...

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Carl Icahn Pushes For eBay To Spinoff PayPal; Buys More Apple

(via www.marketfolly.com)

Activist investor Carl Icahn has been busy yet again.  Firstly, he has disclosed a new position in eBay (EBAY) and he's pushing for the company to spin-off its fast growing PayPal segment.

This is not a new idea.  Plenty of analysts, sell-siders, and portfolio managers have voiced this...

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Sorted Weekly Tweets

(via alephblog.com)

Obamacare   Boehner Tells Caucus House Will Keep Fighting Health Law http://t.co/VZeSkA5Jrq If the company mandate is delayed, y not the individual 1 $$ Aug 24, 2013 California Health Exchange Might Face Online-Enrollment Delay http://t.co/5nTQeDFEAR More glitches as we get closer to Obamacare...

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Carl Icahn Discloses Apple Stake, Wants Bigger Buyback

(via www.marketfolly.com)

Carl Icahn of Icahn Enterprises announced yesterday that he has taken a stake in Apple (AAPL).  Additionally, he noted that he has talked with CEO Tim Cook about expanding the company's buyback now and that they plan to speak again in the future.  Icahn says AAPL shares are extremely...

Carl Icahn on Activism, Herbalife & More: Delivering Alpha Conference

(via www.marketfolly.com)

At the Delivering Alpha Conference, activist investor Carl Icahn sat down to talk about activist investing and some of his holdings like Herbalife (HLF), Dell (DELL), Netflix (NFLX) and more.

Icahn had the audience in the palm of his hand, talking stocks and making people laugh almost as if he...

Carl Icahn Jumps Into Dell; Proposes Changes at Transocean

(via www.marketfolly.com)

David Faber over at CNBC reports that according to "trading sources," Carl Icahn has taken around a 6% stake in Dell (DELL).  Additionally, according to recent SEC filings, he's proposing some changes at Transocean (RIG) as well.

Icahn Jumps into Dell

Dell of course has an offer on...

Lee Cooperman Says Market is Fairly Valued, Talks Some of His Positions

(via www.marketfolly.com)

Lee Cooperman, founder of hedge fund Omega Advisors sat down with CNBC this morning to share his thoughts on the market.

Is the Market Fairly Valued?

"Bernanke's told us everyday since 2009 that he wants higher inflation, more economic growth, lower unemployment,  he wants to create...

Columbia Business School Graham & Doddsville Newsletter: Interview With JANA Partners

(via www.marketfolly.com)

The Winter 2013 issue of Columbia Business School's Graham & Doddsville is out and it features interviews with JANA Partners' Barry Rosenstein and Scott Ostfeld, where they talked about their investment style.

Also featured in the newsletter:

Daniel Krueger of Owl Creek gives an...

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