#1
Corporate Restructuring
"Many companies are worth more broken up than as a whole. Spin-offs and restructuring can unlock tremendous value."
Some conglomerates are worth more broken up than together.
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Carl Icahn📌 Business Judgment
Carl Icahn's Business Judgment Rules
Carl Celian Icahn (born February 16, 1936) is an American billionaire investor and corporate raider. He is the founder and controlling shareholder of Icahn Enterprises, a diversified conglomerate holding company with interests in investment, automotive, energy, food packaging, metals, real estate, and home fashion. Icahn is known as one of the most feared activist investors on Wall Street, having waged...
3 principles·Business Judgment
3 Key Business Judgment Principles
#2
Board Representation
"A board seat gives you real influence over company strategy. Fight for board representation."
Board representation provides real strategic influence.
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Management Evaluation
"Evaluate management by their actions, not their words. Look for a track record of capital allocation, shareholder communication, and aligned incentives."
Judge management by actions, not words.
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What are Carl Icahn's key business judgment principles?
Carl Icahn has 3 key principles on business judgment. The most important one is "Corporate Restructuring" — Many companies are worth more broken up than as a whole.
How does Carl Icahn apply business judgment in practice?
Carl Icahn applies business judgment through several key principles including "Corporate Restructuring" and "Board Representation". These principles guide practical investment decisions and have been tested across decades of market cycles.
What makes Carl Icahn's approach to business judgment unique?
Carl Icahn's approach to business judgment is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Carl Icahn provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.
