Gustavo Ballvé on April 1st, 2013
Corporate Governance, Food for thought, Home, Investment Themes, Logistics, Portfolio Management, Risk management

Interesting article about Carl Icahn at Forbes.com. It certainly mentions Herbalife and Netflix, but it also mentions Icahn’s older investments (including railway-related ones, just to keep in line with my previous post) and his listed company. It’s also a nice reminder about the benefits of permanent capital – if you’re a super-investor… Forbes gets a little more enamored with the subject of the story than I’d recommend, but all in all a nice read. More about Icahn at Buysiders.com following this link.

(I haven’t looked at his listed vehicle and neither recommend nor dismiss it as an investment – individual stock comments are usually not what you’ll find here).

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