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How Carl Icahn Reinvented Activist Investing for the 2020s
Episode 112 of The CEO Diary dives into the career arc of Carl Icahn, the original activist investor, and how he adapted his playbook from the junk-bond era to today's ESG-conscious market. Lucas and Luna unpack Icahn's $1.8 billion stake in Illumina and his battle over the Grail acquisition, comparing it to his early campaigns at TWA and Texaco in the 1980s. They explore the shift from hostile takeovers to proxy fights and board influence, and how Icahn's model has influenced a new generation of activists like Elliott Management and Starboard Value. The episode also examines…
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