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Documents tagged with Carl Icahn
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Portfolio Manager's Review - The Superinvestor Issue
We are pleased to be back with another Superinvestor Issue, surveying the top ideas of some of the most successful investors in the business. Starting with this report, we are more than doubling ou...
Portfolio Manager's Review -- The Superinvestor Issue, August 21, 2009, by The Manual of Ideas
Publication date: August 21, 2009.
Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea gene...
Trends and Themes as Reflected by Fund’s 13F Filings
What kind of portfolio moves did some of world's best fund managers make in Q2? In this piece I evaluate the investments of a diverse sample of some well known funds. Included are Paulson and Co., ...
Time Warner - The Lazard Report - February 2006.
Lazard Report on Time Warner showing the absence of an intelligent strategy at the media giant, and ways to address that.
Yahoo - Presentation to Stockholders - July 2008
Yahoo's presentation to shareholders arguing its case with reasons why their strategy is working, why Carl Icahn's strategy will not succeed and why they should reject Icahn's slate of director nom...
Icahn Enterprises 4Q Earnings Presentation
From DealBook: Icahn Enterprises' fourth-quarter earnings presentation.
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