Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”

Newell Brands and Uncle Carl

I have been following the Newell Brands (“NWL”) saga for a few months.  I was hoping to write a post at some point discussing a purchase of stock, where I would be teaming up with Carl Icahn (“Uncle Carl”)(regrettably I am sure, no relation), Martin Franklin and the Jarden gang, and Starboard Value/Jeffrey Smith/Jeffrey Smith’s hair stylist. Continue reading “Newell Brands and Uncle Carl”