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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: XXXXXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance #3717 stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXX%

Social topic influence ai 8.43%, business 8.43%, private equity #8, heico #9, if you 4.82%, future #759, $75k #18, hidden 3.61%, investment 2.41%, $30b #13

Top accounts mentioned or mentioned by @nastycapitalist @lvckygrey @mattiakabtc @eladgil @kkrco @stripe @cgasparino @harrystebbings @wee951758 @rafa201234 @poohxbearx77 @ggquests @xbtsnow @a_kmrx @sr151985 @thebeingintime @grok @davidemazza1982 @jiggy_tee98 @compounds365

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

Top Social Posts

Top posts by engagements in the last XX hours

"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, 263.4K 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, 103.3K 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, 815.3K 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, 266.4K 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, 36.4K 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, 58.2K 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

"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

"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

"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

"Buffett & Munger would hate most AI roll-ups In a commodity business efficiency gains flow to customers not owners. If your AI upgrade just makes the work cheaper and more standard for everyone.you didnt build a moat Congrats you commoditised your own business"
X Link 2025-12-05T22:33Z 31.4K followers, 12.4K engagements

"Private Equity Legend: Alpine Investors How do you get 5x returns in X funds in a row You let 28-year-olds run $20M plumbing companies. Heres how Alpine hit 5x returns. 🧵"
X Link 2025-06-01T16:03Z 31.4K followers, 139.8K 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

"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

"Every big winner controls one of four chokepoints: Compute: CoreWeave Groq Connectivity: Astera Labs Power: Fermi America Land and hard assets: QTS Nebius Own the bottleneck and you can tax the boom"
X Link 2025-11-30T16:37Z 31.4K followers, 4097 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, 3378 engagements

"Control scarce inputs They all hoard scarce inputs. If you own the scarce inputs compounding takes care of itself. CoreWeave controls on the order of 250000 Nvidia GPUs across more than XX data centers"
X Link 2025-11-30T16:37Z 31.4K followers, 2625 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

"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

"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, 1453 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, 1333 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, 1187 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, 1135 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, 1064 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, 1808 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, 3519 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, 136.3K engagements

"What book sparks the relentless desire to conquer the world"
X Link 2025-11-09T01:20Z 31.4K followers, 273K engagements

"Larry Mendelson started as accountant trained to stare at numbers until the truth appeared. He loved this combination: X. High margins X. Repeat demand X. Real cash Aerospace replacement parts ticked all three"
X Link 2025-11-27T23:06Z 31.4K followers, 3019 engagements

"The Hidden Gem HEICO was a small supplier of airplane replacement parts. The big OEMs (Boeing Lockheed) hated that business. But this niche had amazing economics: X. Mission-critical X. Highly regulated (Competitors can't copy) X. Terrified customers (switching an option) X. Recurring demand"
X Link 2025-11-27T23:06Z 31.4K followers, 2948 engagements

"Larry buys HEICO and starts acquiring other businesses Most industrials run at XXX% margins. HEICO ran at 2025%+ The Play: X. Brutal cost discipline X. Pricing power (FAA certification = premium) X. Operating leverage By the late 90s the core business was printing cash"
X Link 2025-11-27T23:06Z 31.4K followers, 2523 engagements

"REINVESTMENT MACHINE HEICO avoided the classic death trap: Chasing big flashy deals. Instead they went small.very small: X. Founder-owned X. $15M EBIT X. Mission-critical X. Low capex X. Niche regulated sticky"
X Link 2025-11-27T23:06Z 31.4K followers, 2155 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, 1967 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, 1860 engagements

"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 Titans of Takeover Great Book. M&A King Brad Jacobs recommends this one:"
X Link 2025-12-03T01:20Z 31.4K followers, 14.3K 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, 24.1K 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, 17.6K 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, 15.7K engagements

"David Ellison pitching the hostile takeover:"
X Link 2025-12-08T15:04Z 31.4K followers, 140.3K 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, 219.3K engagements

"This is the future"
X Link 2025-12-11T19:27Z 31.4K followers, 111.5K engagements