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DealBook Conference 2015 - Activist Investing

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New York Times Events

New York Times Events

Күн бұрын

What are the investment strategies of the most successful money managers and hedge funds?
Carl Icahn, chairman, Icahn Enterprises.

Пікірлер: 155
@hidinginthetreez
@hidinginthetreez 8 жыл бұрын
He's the best show in town. Just love his stories - he loves exposing bullshit and being honest - qualities we all need.
@verapamil07
@verapamil07 4 жыл бұрын
During the university: P/E ratio, balance sheet, income statement etc... Real life: Boom, boom, bam, razzle-dazzle, boom, boom,.... get rid of all of them tomorrow
@vedser
@vedser 4 жыл бұрын
i lol'd hard
@GhostOfSpartAAA
@GhostOfSpartAAA 5 ай бұрын
Yeah, that's about it.
@ayveelrobinson5225
@ayveelrobinson5225 8 жыл бұрын
Icahn rocks.....can listen to him all day
@Byzantios1
@Byzantios1 4 жыл бұрын
That's why I love Ichan. Ivy league education aside, he's still a street guy. An everyday, real guy you can talk to and make sense with. None of that pomposity and arrogance most folks in these circles have.
@gr1iev3r10
@gr1iev3r10 3 жыл бұрын
agree
@truthaboveall7988
@truthaboveall7988 2 жыл бұрын
Agreed he’s one of the few who is also a genius most even w Ivy League degrees r not
@AuditorInvestor
@AuditorInvestor 3 жыл бұрын
"Like a science fiction movie" - Icahn's story telling is fantastic.
@BoersenCrashKurs
@BoersenCrashKurs 7 жыл бұрын
The mustache kid. This is the type of CEO that Icahn talks about: Zero Performance but an enormous Ego.
@SharonAFox
@SharonAFox 4 жыл бұрын
Love this...Carl Icahn so reminds me of my dad...My dad was such a great storyteller and he also had a great bullshit detector.
@christopherarmstrong2710
@christopherarmstrong2710 4 жыл бұрын
39:25 "If you want to make a lot of money, TAKE RISKS. That's what a capitalistic system is all about - but don't get paid all this money for somebody who's managing money." (Nassim Taleb talks on this, about back-office people claiming credit as front-office work in society)
@seannotaro473
@seannotaro473 4 жыл бұрын
The time is now! Icahn called it perfectly.. the virus is the pin that pricked the bubble.....my god, he called this to a tee. He knew it! Much respect to Icahn
@elijahschnake3863
@elijahschnake3863 5 жыл бұрын
This was a lot funnier than I expected.
@PAPADRACOLIN
@PAPADRACOLIN 4 жыл бұрын
17:30 "One day there is gonna be a day of comeuppance" If you are watching this in 2020, you know he was absolutely right. Luckily for them, the government is bailing them out.
@jermainerace4156
@jermainerace4156 4 жыл бұрын
Unlucky for the rest of the country..
@babyfacenc
@babyfacenc 2 жыл бұрын
2022 is the reconking. I'm watching it live.
@achille295
@achille295 8 жыл бұрын
I'm young and I'm trying to learn everything Icahn from this video ;)
@TroyboyTv
@TroyboyTv 8 жыл бұрын
+achille295 hows your learning coming along? don't forget to stay consistent
@isahajj99
@isahajj99 7 жыл бұрын
read book about investment
@AK47HEAVYMETAL83
@AK47HEAVYMETAL83 6 жыл бұрын
Don’t forget the NY accent to go with it lol 😁
@scotty3463
@scotty3463 Жыл бұрын
Out of all the legendary investors, this guy is the most down to earth. The others bore the pants off you !
@kt-wt8pl
@kt-wt8pl 4 жыл бұрын
Wow only a few hundred thousands views. He is one of the most dangerous civilians in the world and most people have no clue who this is. That’s gangster
@ChiIeboy
@ChiIeboy 3 жыл бұрын
Love an interviewer who knows how to ask probing questions, then steps aside and lets the guest speak. This interviewer ain't one of 'em.
@hanssortti3314
@hanssortti3314 8 жыл бұрын
Brilliant man. He should run the country.
@peteroneil3639
@peteroneil3639 8 жыл бұрын
+Hans Sortti if Trump get office - hes going to make carl ichan the treasury sec !!
@Gr8thxAlot
@Gr8thxAlot 2 жыл бұрын
I'm not sure any of his predictions in this video turned out to be right as of 2022.
@fxlltxtsearch
@fxlltxtsearch Жыл бұрын
Lmaoo that would be the worst thing that could ever happen. Icahn would stack the cards entirely in his favour, give everyone else a chance to join in and pull the rug once he gets the first chance
@ryanmatthew511
@ryanmatthew511 6 ай бұрын
Ichan bet against American and lost 9billion $.
@saleh.hashmi
@saleh.hashmi 4 жыл бұрын
I feel like he still respects Warren to a great extent. He really likes him. Even for his position. He keeps mentioning by his full name. Which shows he admiration, good on him.
@angecynthia347
@angecynthia347 Жыл бұрын
But even Warren Buffet would refer to him as Carl Icahn
@esquire9445
@esquire9445 3 жыл бұрын
His story about getting rid of 12 floors of people makes me think of government buildings... what do they do?
@Selfconqueror7
@Selfconqueror7 2 жыл бұрын
If the government were a private entity they’d be bought out and fired within seconds
@johnreyn19
@johnreyn19 4 ай бұрын
His ACF story is legendary. That Joe guy is who we need running companies. It is amazing the ruin that the bean counter corporate business folks can bring to big companies.
@markyu5362
@markyu5362 8 жыл бұрын
Amazing insights! Enjoyed listening!
@markyu5362
@markyu5362 8 жыл бұрын
Interesting Joe, I also had checked his own Icahn Enterprise performance and it has not outperformed well (along with other hedge fund stock price such as Greenlight and Pershing), but he kind of highlighted companies spending more on buybacks and dividends and it can't last overtime. About AIG, that's completely out of my circle of competence. Thanks though.
@dogestranding5047
@dogestranding5047 7 жыл бұрын
Except that Ackman isn't an idiot. Over 20% annually on average from 2004-2015.
@iceman18211
@iceman18211 2 жыл бұрын
Randomly came across this video today, May 4th 2022. Lyft stock is down 27% today down 72.87% all time. Uber is down 7.43%, down 34% all time. It doesn't seem like there are any winners yet. But Uber is less of a loser. In relation to question at 31:40
@dougprobert5378
@dougprobert5378 Жыл бұрын
How nice we have a billionaire that frequently talks to law makers. So they have an advantage over average Americans .
@departfromevil2000
@departfromevil2000 4 жыл бұрын
Here is the day Carl was talking about!
@kraizyduck
@kraizyduck 8 жыл бұрын
Anyone notice that beep sound at 1:08-9 before Ocahn returns the object to his pocket?
@rogerdat45
@rogerdat45 7 жыл бұрын
Oliver Benhaim its his pacemaker
@lnhart7157
@lnhart7157 4 жыл бұрын
"boom boom boom" - Carl Icahn
@pedalesmexicali
@pedalesmexicali Жыл бұрын
Min 33:24 “all the way in the back, you bought a cheap seat.” 😂😂
@HaikuMalta
@HaikuMalta 4 жыл бұрын
very sexy entrance music for mr ichan I must say
@backpackly
@backpackly 4 жыл бұрын
2015 Icahn talking about the junk bond bubble saying he's happy the govt promised they won't step in to prop these up. 2020 Icahn would be disappointed at the youthful ignorance of his 79-year-old self.
@GordonGeko84
@GordonGeko84 8 жыл бұрын
This was awesome 😀
@rmiddlehouse
@rmiddlehouse 4 жыл бұрын
What the hell was that intro music haha
@AliKhan-fs3rm
@AliKhan-fs3rm 2 жыл бұрын
Never gives a straight answer!! The great Icahn!!
@easterntechartists
@easterntechartists 8 жыл бұрын
Love the stories
@AlessandroOrlandi83
@AlessandroOrlandi83 5 жыл бұрын
Did somebody understand what he said about bond in ETF blackrock?
@DS-vx3wf
@DS-vx3wf 4 жыл бұрын
Carl "BOOM BOOM BOOM" Icahn
@basehead617
@basehead617 7 жыл бұрын
Is the kid interviewing him gonna be graduating from high school soon?
@TheHanney123
@TheHanney123 8 жыл бұрын
Set the speed to 1.25
@loudmouthandall7261
@loudmouthandall7261 4 жыл бұрын
thanks.
@kadirpasha86
@kadirpasha86 8 жыл бұрын
What does mr. Icahn say at 6:35 ? ' i am an grey old.... Guy'? Anyone knows what he says and means? Thanks.
@KLKMedia
@KLKMedia 5 жыл бұрын
"I'm an old graham and dodd guy"
@thegoonist
@thegoonist 4 жыл бұрын
7:42 can someone explain from an accounting or tax POV why depreciating the railcar assets for 5/6/7 years but keeping it for 40years is a tax incentive?
@peretzmex
@peretzmex 4 жыл бұрын
There is a concept called Time Value of Money, so deducing your money earlier is the same as having more money.
@tbooth1000
@tbooth1000 4 жыл бұрын
You’re able to write off your investments immediately or at an accelerated rate vs GAAP depreciation schedules...in other words if you invested in capex your able to write it off for tax purposes immediately...but you have those assets producing cash flows for 20-40 years
@user-wv8qd8nx5k
@user-wv8qd8nx5k 2 жыл бұрын
He has no taxes on every asset that is older than 5 years .so most of the assets are tax free .I wonder if the operation using the assets depreciated are also tax free . In which case they keep most of the money as new rails are fewer..I assume..😁
@minutescouldsaveyoupercentormo
@minutescouldsaveyoupercentormo 2 жыл бұрын
He’s technically in PE/M&A except he’s getting in the company differently
@mbabcock111
@mbabcock111 4 жыл бұрын
18:30 is it safe to say the federal reserve has answered Mr. Icahn's concern by their actions related to market stabilization actions in the bond and equity markets?
@ruvimg
@ruvimg 4 жыл бұрын
Great story at the beginning
@nizamishirin4564
@nizamishirin4564 8 жыл бұрын
very informative ! thanks
@davidallen8611
@davidallen8611 3 жыл бұрын
Carl: “boom boom, boom”
@CimbomFanFiction
@CimbomFanFiction 2 жыл бұрын
This was great and hes a very intelligent man but if you listened to his doom n gloom about the markets back then it wouldve cost you dearly. Markets worldwide exploded these past six years
@tonygordon6168
@tonygordon6168 4 жыл бұрын
At 23 minutes in he talks about repatriation. If we had that for drug companies, like Pfizer, Covid would have been more easily dealt with.
@thisismyrealname3942
@thisismyrealname3942 4 жыл бұрын
We had it years ago. This was passed and didn’t help at all like you claim it would have.
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
25:25 cadence & frequency is commence
@happywednesday6741
@happywednesday6741 2 жыл бұрын
@36:12 the guy with the stache misinterpreted the memo that we were trying to create a monopoly 😅
@Tkanyike
@Tkanyike 4 жыл бұрын
Holy shit that mustache
@Shawk95
@Shawk95 8 жыл бұрын
Has Mr. Icahn ever bought a bank?
@cristianflores5595
@cristianflores5595 4 жыл бұрын
His laugh is like a kids so funny 😂
@Orf
@Orf 2 жыл бұрын
3:30 says it’s self evident it should be broken up
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
7:10 corp>gov unless all seven continents
@user-ej4ve8qy8u
@user-ej4ve8qy8u 3 жыл бұрын
I bought Cndt, who will help me analyze
@ahceneouldsaada5224
@ahceneouldsaada5224 4 жыл бұрын
what the fuck was that intro song
@alohatic
@alohatic 4 жыл бұрын
LOL@ consultants returning 3 weeks later with books thousands of pages thick and still have no idea what they were looking for. It sounds like congress and the government's tax manual.
@13snoopy
@13snoopy 3 жыл бұрын
A+
@MULESLAX
@MULESLAX 7 жыл бұрын
19:30 imitating charlie rose
@juldemiray
@juldemiray 7 жыл бұрын
haha spot on!
@TriniNY
@TriniNY 8 жыл бұрын
Trump/Icahn 2016!!
@dogestranding5047
@dogestranding5047 7 жыл бұрын
Icahn is way better of a businessman than Trump.
@alor5903
@alor5903 8 жыл бұрын
dat stache
@brandonjones8059
@brandonjones8059 Жыл бұрын
Listening before he takes a position in GME
@thegoonist
@thegoonist 4 жыл бұрын
33:15 why cant he short uber??
@jermainerace4156
@jermainerace4156 4 жыл бұрын
He didn't have any.
@BoxOfOranges84
@BoxOfOranges84 3 жыл бұрын
Because Uber was a private company back in 2015
@pdr770
@pdr770 3 жыл бұрын
Apple will have Expert that Advice on Brilliant Economic and Elctricity and Hardware and more Books. Hire like in High Economic not garbage Pop Books. Tim even very unkown. This who you do a Brand Tim. In iOS 15. Hire experts. With excellent Design. And have A Button that Advice you on Books every Sunday in app and Close Screen. In Good idea. And excellent Brilliant Moral good books before 150-200 years even very unknown even for Reading and not Study.
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
24:00
@minutescouldsaveyoupercentormo
@minutescouldsaveyoupercentormo 2 жыл бұрын
36:06 his mustache
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
19:43
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
25:57
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
37:50
@computerdynamo
@computerdynamo Жыл бұрын
20:30
@surrenderkid2005
@surrenderkid2005 3 жыл бұрын
OXY boom boom boom HTZ boom boom boom
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
18:15;18:25
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
38:51
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
33:10
@vivekshivdasani9521
@vivekshivdasani9521 4 жыл бұрын
John Wayne wasn’t a tough guy. He just looked tough. The real tough guy was Charles Bronson. Not only did he look tough but he was a real tough guy. Compared to him John W was a wimp.
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
35:03
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
7:47
@DP-dc2vv
@DP-dc2vv 4 жыл бұрын
Sorkin should get a nose ring
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
6:01
@blusuck
@blusuck 3 жыл бұрын
21:43 stone cold ?
@praaht18
@praaht18 7 жыл бұрын
Icahn is such a well groomed conman. Icahn to Trump: Boy it is pay back time now.
@podville8519
@podville8519 2 жыл бұрын
So he stuttered when asked if worries about making the wrong decision.... and said he has enough capital. I dont care if it's a 0.25 cent head's up on Yahoo NBA DFS ... obviously you bite you're fingernails when Steph Curry and Luka Donic are going head to head in the TNT night cap. And when Luka hits 6 first quarter threes. It's no longer worry. Its sickening . You need to get out thr game if you say... "its.okay if it goes down because I know I'll buy more of them" thats why Daily Fantasy Spprts is the last true market on eartb.... until the African Stock Exchange comes out of a 15 year Trial run. Motherland always leading in overstanding.... Japan, more of the floor type.lxlxl JK luv ya k popping till its hip
@evancoles
@evancoles Жыл бұрын
What was that god awful song?
@kursodakaqoctep68
@kursodakaqoctep68 3 жыл бұрын
The laughable song morphometrically chop because condor increasingly shelter beneath a ethereal christmas. premium, adventurous viola
@Scott-yq5sx
@Scott-yq5sx 8 жыл бұрын
That mustache does look stupid
@dizzolve
@dizzolve 4 жыл бұрын
36:05 WTF dude ............ what era do you THINK you live in? Mr Handlebars
@sbtopjosh4098
@sbtopjosh4098 3 жыл бұрын
Lol
@CountryZorro
@CountryZorro 2 жыл бұрын
The interviewer is nauseating
@LilMOMMAson
@LilMOMMAson 4 жыл бұрын
For not articulating many valid points, he sure the hell talks a lot.
@ninohensen7243
@ninohensen7243 8 жыл бұрын
trump 2016.... just do it...
@maanavchellani7115
@maanavchellani7115 2 жыл бұрын
His shirt sucks!
@gabrieljones6479
@gabrieljones6479 8 жыл бұрын
Shit.
@jsssm
@jsssm 8 жыл бұрын
he needs to work on his story telling skills. soooooooo slow.
@wastrel09
@wastrel09 8 жыл бұрын
+jsssm well when you're a billionaire you really don't have to justify yourself to anyone. especially to some schmuck named jsssm on the Internet.
@jsssm
@jsssm 8 жыл бұрын
+wastrel09 I think he does. He almost put me to sleep while I was on a mission to the moon. I am an astronaut. I am starting a petition to make Carl take public speaking lessons. Join the cause.
@edooliemans8927
@edooliemans8927 8 жыл бұрын
you can speed up youtube playing speed...
@anthonyv.8668
@anthonyv.8668 5 ай бұрын
Why would you listen to a video of a guy that "puts you to sleep?" Makes no sense.
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
21:19
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
19:09
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
33:01
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
34:33
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
32:20
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
20:37
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
28:45
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
35:42
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
20:22
@Continentalmunkey88
@Continentalmunkey88 2 ай бұрын
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