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@TheIcahnist Avatar @TheIcahnist The Icahnist

Carl Icahn is making headlines again with his new target: Blackrock, Vanguard, and State Street, which he calls a "cartel" that controls too much of corporate America's votes, stifling activism and real capitalism. Meanwhile, his dynasty continues with Brett Icahn set to succeed him as chairman and lead the investment unit. Icahn recently revealed a big stake in Monro, an auto repair chain, and plans to cut fat, fix margins, and consolidate the industry.

Engagements: XXXXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence ai 7.87%, business 5.62%, private equity #227, investment 3.37%, $75k #22, if you 3.37%, hidden 2.25%, $10m #158, heico 2.25%, defence XXXX%

Top accounts mentioned or mentioned by @nastycapitalist @grok @mattiakabtc @eladgil @kkrco @stripe @cgasparino @harrystebbings @a_kmrx @sr151985 @thebeingintime @ggquests @wee951758 @rafa201234 @davidemazza1982 @jiggy_tee98 @compounds365 @companydesmond @_iainmartin

Top assets mentioned Bitcoin (BTC) Astera Labs, Inc. Common Stock (ALAB) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"The firm mopping the data center floors is making more money than half the AI startups training models there"
X Link 2025-11-30T20:17Z 31.4K followers, 1.5M engagements

"The Wildest Lawyer in America He made $335M on one case. Then shouted Im gonna buy p*ssy over vodka with Carl Icahn. Great book on corporate raiders and their wild takeovers"
X Link 2025-12-05T20:31Z 31.4K followers, 24K engagements

"Largest Private Equity Investors in the US X. Blackstone ($195B) X. KKR (143B) X. Apollo ($108B)"
X Link 2025-10-17T01:05Z 31.4K followers, 17.3K engagements

"1. Find Hidden Cash-Flowing Assets Target mature brands with steady underlying demand but bloated overhead and lazy management. Look for non-obvious cash engines: Technicolors Hollywood labs Revlons brand equity Marvels licensing rights MacAndrews licorice contracts"
X Link 2025-10-19T18:49Z 31.4K followers, XXX engagements

"Terrifying Reality of 2025 Financial sponsor built a prototype in X weeks during diligence on an AI-healthcare company. Prototype outperformed the targets core product in clinician testing. Deal killed"
X Link 2025-10-27T22:36Z 31.4K followers, 771.7K engagements

"310K $37M in X years. The Golden Age of Private Equity. One of the greatest LBOs ever done:"
X Link 2025-11-07T02:57Z 31.4K followers, 264.6K engagements

"Why Small Deals Win X. No Competition PE wanted $10M+ EBIT. HEICO hunted where nobody else looked. X. Endless Deal Flow Fragmented markets = thousands of targets. The pipeline never dried up. X. Founders Love You Succession worries + a permanent home"
X Link 2025-11-27T23:06Z 31.4K followers, 1961 engagements

"Autonomy Preserves the Moat HEICO avoids centralizing pricing R&D or adding reporting layers. HQs role is limited to capital allocation basic support and maintaining standards. Founders retain autonomy and equity preserving the operating discipline that drives returns"
X Link 2025-11-27T23:06Z 31.4K followers, 1853 engagements

"European Defence is the Opportunity of the Decade. Europe still has hundreds of founder-led Tier-2/Tier-3 niche defence suppliers operating with 1980s playbooks and no succession plan. Defense spending is locked in for years because NATO needs to rebuild inventories. A lot of the most interesting tech is dual-use so companies can sell into both military and civilian markets. Large primes are also shedding non-core units which creates a steady pipeline of carve-outs. You can buy and build a handful of overlooked suppliers into a single trusted platform by tightening quality fixing pricing and"
X Link 2025-12-02T19:21Z 31.4K followers, 52.9K engagements

"Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at XX% CAGR for XX years. The Nordic Way"
X Link 2025-09-03T13:30Z 31.4K followers, 136.2K engagements

"When a NVIDIA makes up X% of the S&P XXX its reasonable to wonder whether an AI bubble is inflating. Look at the numbers: AI-related capex = X% of U.S. GDP growing XX% Hyperscaler capex: $350B+ in 2025 up 3035% YoY. Total AI capex across tech: $500B this year"
X Link 2025-11-25T15:35Z 31.4K followers, 13.9K engagements

"$20 Billion: Power of Boring Businesses He bought XX tiny companies and built a $20B empire XX years buying 15M EBIT niche businesses. One of Americas greatest compounders. The Playbook 👇"
X Link 2025-11-27T23:06Z 31.4K followers, 93.4K engagements

"AI Investment Opportunities by Vista Equity Partners"
X Link 2025-11-29T15:50Z 31.4K followers, 10.2K engagements

"Private Equity Billionaires: Stephen Schwarzman leads the field Hes holding $16B in cash. That war chest is larger than the entire AUM of many mid-sized PE firms"
X Link 2025-11-30T16:43Z 31.4K followers, 47.6K engagements

"Youre spot on. The program layer is where all the pain lives: politics audits stop-start funding. Thats exactly why the TransDigm play works. You buy Tier X to X assets that are tiny on ticket size but brutal to switch out. Then you lean hard into pricing mix and engineering across the portfolio. That combo has delivered 50%+ EBITDA margins and XX% annual equity returns for years"
X Link 2025-12-03T00:23Z 31.4K followers, XXX engagements

"The Titans of Takeover Great Book. M&A King Brad Jacobs recommends this one:"
X Link 2025-12-03T01:20Z 31.4K followers, 14.2K engagements

"How to turn $10M into billions: TransDigm bought tiny aerospace monopolies and turned them into the most cash machines Highest profit margins in the industrial world are in the aerospace aftermarket. Result is a 5200% run:"
X Link 2025-12-03T01:57Z 31.4K followers, 14.4K engagements

"Private Equity Legend: EQT How do you turn rats into XXX BILLION You buy XXX boring exterminators and wire them with tech. This is the playbook behind 28x MOIC"
X Link 2025-12-04T22:31Z 31.4K followers, 66.9K engagements

"Potential Placement of Takeover Defenses Now watch which boxes light up first if Paramount goes hostile"
X Link 2025-12-06T00:26Z 31.4K followers, 8843 engagements

"How did it start In the 1980s Willis Johnson bought a single junkyard for about $75K. Johnson improved operations and started buying other junkyards. He names his company COPART"
X Link 2025-12-06T15:50Z 31.4K followers, 1443 engagements

"What does Copart actually do X. Insurance companies total a car after an accident X. Copart takes the car X. Stores it on their land X. Sells it via online auction (whole or in parts) They are the middleman between: Insurance companies buyers of damaged cars/parts"
X Link 2025-12-06T15:50Z 31.4K followers, 1326 engagements

"The Junkyard M&A Opportunity Early on salvage yards were tiny local and owner-operated. a) Thousands of potential targets b) Limited sophistication c) Low entry multiples"
X Link 2025-12-06T15:50Z 31.4K followers, 1183 engagements

"So why did Copart WORK X. Fragmented industry X. Strong platform (better model better team) X. Economies of scale X. Constrained supply X. Network effect"
X Link 2025-12-06T15:50Z 31.4K followers, 1124 engagements

"A roll-up only works if the acquirers model is clearly better than what targets are doing. Copart ran them smarter. Auction model more transparent pricing High volume focus move cars fast Better alignment with insurers they trusted Copart"
X Link 2025-12-06T15:50Z 31.4K followers, 1056 engagements

"Constrained supply This is the killer advantage. Opening a new junkyard near a big city is extremely hard: X. Land is expensive X. Zoning rules are strict X. Environmental rules are tough While Copart was buying existing yards almost no new yards could be built. Supply stayed flat while Copart kept consolidating"
X Link 2025-12-06T15:50Z 31.4K followers, 1797 engagements

"Great Book A $75K scrapyard became a $30B monopoly This guy rolled up junkyards through nonstop acquisitions. If you like boring business to billionaire stories this is elite. One of the most underrated business books out there"
X Link 2025-12-06T15:56Z 31.4K followers, 17.5K engagements

"KKRs $8B European Playbook Philipp Freise runs the largest standalone PE fund in Europe My fav pod episode from @HarryStebbings How KKR thinks about Europe"
X Link 2025-09-17T16:53Z 31.4K followers, 3516 engagements

"Forget gold forget Bitcoin. The next trillion-dollar market will be compute futures. $XXX trillion in data center investment over X years. The Playbook"
X Link 2025-09-28T12:03Z 31.4K followers, 53.4K engagements

"The Most Underestimated Dealmaker Jared Kushner just pulled off Wall Streets biggest buyout. From Fifth Avenue to the Abraham Accords to $55B Buyout The Dealmaking Playbook of Jared Kushner Thread"
X Link 2025-09-30T14:06Z 31.4K followers, 266.2K engagements

"What book sparks the relentless desire to conquer the world"
X Link 2025-11-09T01:20Z 31.4K followers, 272.9K engagements

"KKR Data Center Investment Guide One of the best papers on AI infrastructure investing KKR explains where the next XX years of compounding will come from. The KKR playbook"
X Link 2025-11-25T15:35Z 31.4K followers, 263.3K engagements

"The Data Center Billionaire Playbook The new monopoly is simple: If you control the power you control the future. The Playbook"
X Link 2025-11-30T16:37Z 31.4K followers, 103.2K engagements

"Most of these businesses were built in unsexy years QTS spent years buying overlooked office buildings and industrial sites. Astera Labs built connectivity silicon when very few people cared about PCIe and GPU interconnects. CoreWeave came out of the wreckage of a failed crypto mining operation"
X Link 2025-11-30T16:37Z 31.4K followers, 3376 engagements

"Turn misery into asymmetry Go where others are panicking buy or build cheap then pivot into AI demand. Almost every story starts with some kind of distress or dysfunction. Crypto collapse became CoreWeaves entry ticket into AI infrastructure"
X Link 2025-11-30T16:37Z 31.4K followers, 2660 engagements

"The flywheel looks like this: X. build capacity X. land a whale X. use that contract to finance more capacity"
X Link 2025-11-30T16:37Z 31.4K followers, 2215 engagements

"Land a strategic whale early Every new billionaire in this game has a big brother that validated the story. Nvidia is deeply tied into CoreWeaves roadmap and supply. Microsoft signed a data center and GPU capacity deal with Nebius worth up to XXXX billion dollars. Cisco Google and other incumbents have backed specialized AI hardware and interconnect players like Groq and Astera. Blackstone took QTS private to scale it as a global data center platform"
X Link 2025-11-30T16:37Z 31.4K followers, 2166 engagements

"Hottest Opportunity: Data-Center Cleaning X. Largest revenue pool X. Fastest growth X. Still dirt-cheap The dirtiest job in AI might be the best business"
X Link 2025-11-30T20:13Z 31.4K followers, 815K engagements

"The Junkyard Billionaire Investor He bought a Junkyard for $75K and built a $30B Empire Heres the playbook"
X Link 2025-12-06T15:50Z 31.4K followers, 36.2K engagements

"This book is absolutely mind-blowing. Legendary dealmaker Richard Rainwater & Bass Family turned 14M into nearly X BILLION in just a few years The Golden Age of Buyouts"
X Link 2025-12-07T18:55Z 31.4K followers, 15.6K engagements

"Thoma Bravo: Europe is the next buyout frontier Europes software market is the largest mispriced asset in global tech. 13000+ software companies are waiting EU software spending grew close to ten times the continents GDP growth rate"
X Link 2025-12-07T21:36Z 31.4K followers, 57.8K engagements

"David Ellison pitching the hostile takeover:"
X Link 2025-12-08T15:04Z 31.4K followers, 140K engagements

"If your friends wouldnt attempt a $5B hostile takeover for you upgrade your circle. Larry Ellison watched Jobs get fired and said: Fine Ill buy Apple"
X Link 2025-12-09T02:30Z 31.4K followers, 218.4K engagements