[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@TheIcahnist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1661140531274031105.png) @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 [#](/creator/twitter::1661140531274031105/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +6.30%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +1,175%

### Mentions: XX [#](/creator/twitter::1661140531274031105/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +35%
- X Year XXXXX +1,121%

### Followers: XXXXXX [#](/creator/twitter::1661140531274031105/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:followers.svg)

- X Week XXXXXX +1.40%
- X Month XXXXXX +8.10%
- X Months XXXXXX +56%
- X Year XXXXXX +273%

### CreatorRank: XXXXXXX [#](/creator/twitter::1661140531274031105/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #2692 [stocks](/list/stocks)  X% [countries](/list/countries)  X% [cryptocurrencies](/list/cryptocurrencies)  X%

**Social topic influence**
[business](/topic/business) #3050, [ai](/topic/ai) 7%, [private equity](/topic/private-equity) #61, [if you](/topic/if-you) 4%, [hidden](/topic/hidden) 3%, [books](/topic/books) #681, [$75k](/topic/$75k) #2, [investment](/topic/investment) #505, [larry](/topic/larry) 3%, [heico](/topic/heico) #10

**Top accounts mentioned or mentioned by**
[@nastycapitalist](/creator/undefined) [@nickypcpg](/creator/undefined) [@grok](/creator/undefined) [@harrystebbings](/creator/undefined) [@jtlonsdale](/creator/undefined) [@billackmans](/creator/undefined) [@eladgil](/creator/undefined) [@kkrco](/creator/undefined) [@stripe](/creator/undefined) [@cgasparino](/creator/undefined) [@mattiakabtc](/creator/undefined) [@companydesmond](/creator/undefined) [@rafa201234](/creator/undefined) [@davidemazza1982](/creator/undefined) [@thebeingintime](/creator/undefined) [@ggquests](/creator/undefined) [@jiggy_tee98](/creator/undefined) [@compounds365](/creator/undefined) [@_iainmartin](/creator/undefined) [@gblasbo](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/TheIcahnist/status/1995936422386106678)  2025-12-02T19:21Z 31.3K followers, 52.8K 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](https://x.com/TheIcahnist/status/1963233043180667384)  2025-09-03T13:30Z 31.2K followers, 136.2K 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](https://x.com/TheIcahnist/status/1968357583451996548)  2025-09-17T16:53Z 31.3K followers, 3513 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](https://x.com/TheIcahnist/status/1979983359527849986)  2025-10-19T18:49Z 31.3K followers, XXX engagements


"King of Distressed Deals Richard Rainwater made BILLIONS buying what Wall Street hated. Oil busts. Bankrupt drillers. Broken hospital chains. The Playbook"  
[X Link](https://x.com/TheIcahnist/status/1990900797069042058)  2025-11-18T21:51Z 31.2K followers, 164.3K engagements


"Richard Rainwater was Private Equitys Peter Thiel A kingmaker who built billion-dollar operators and wrote the first real playbook for modern dealmaking"  
[X Link](https://x.com/TheIcahnist/status/1990905564054901101)  2025-11-18T22:10Z 31.2K followers, 42.1K engagements


"Even after years of hypergrowth private equity is still small next to the real giants"  
[X Link](https://x.com/TheIcahnist/status/1992731962365313440)  2025-11-23T23:08Z 31.3K followers, 19.1K engagements


"Essential books for Acquisition Entrepreneurs. The M&A Holding Starter Pack"  
[X Link](https://x.com/TheIcahnist/status/1993079522908922111)  2025-11-24T22:09Z 31.2K followers, 50.7K engagements


"Math Behind the XX% Annual Return These businesses are beautiful because: X. Net working capital friction is tiny X. Capex is minimal X. 7080% of free cash can go to M&A Over 1015 years earnings explode while share count barely moves. $X becomes $679"  
[X Link](https://x.com/TheIcahnist/status/1994181057239785473)  2025-11-27T23:06Z 31.3K followers, 1718 engagements


"30 Years of Discipline By the numbers the result is absurd: XX% annualized shareholder return for three decades 67900% total return (if you invested $X in 1990 it's worth $XXX today) XX acquisitions with no major blowups"  
[X Link](https://x.com/TheIcahnist/status/1994181061790593212)  2025-11-27T23:06Z 31.3K followers, 1724 engagements


"Hot take from Henry Kravis on AI Private Equity AI can boost margins. It cant find deals hire killers or fix bad CEOs. Amazing Episode by @eladgil"  
[X Link](https://x.com/TheIcahnist/status/1996725364098298182)  2025-12-04T23:36Z 31.2K followers, 18.8K engagements


"PE bros on their way to scoop failed AI platforms from VCs for cents on the dollar"  
[X Link](https://x.com/TheIcahnist/status/1997006338749006223)  2025-12-05T18:13Z 31.3K followers, 7931 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](https://x.com/TheIcahnist/status/1973026742005879018)  2025-09-30T14:06Z 31.3K followers, 266K 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](https://x.com/TheIcahnist/status/1995224774902235424)  2025-11-30T20:13Z 31.3K followers, 814.4K 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](https://x.com/TheIcahnist/status/1997041083684192508)  2025-12-05T20:31Z 31.3K followers, 23.9K 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](https://x.com/TheIcahnist/status/1997071895246586081)  2025-12-05T22:33Z 31.3K followers, 12.3K engagements


"Potential Placement of Takeover Defenses Now watch which boxes light up first if Paramount goes hostile"  
[X Link](https://x.com/TheIcahnist/status/1997100229221290491)  2025-12-06T00:26Z 31.3K followers, 8570 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](https://x.com/TheIcahnist/status/1997741869586100575)  2025-12-07T18:55Z 31.3K followers, 15.3K 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](https://x.com/TheIcahnist/status/1997782208661139853)  2025-12-07T21:36Z 31.3K followers, 51.8K engagements


"The Data Center Billionaire Playbook The new monopoly is simple: If you control the power you control the future. The Playbook"  
[X Link](https://x.com/TheIcahnist/status/1995170207867056561)  2025-11-30T16:37Z 31.3K followers, 102.9K engagements


"The firm mopping the data center floors is making more money than half the AI startups training models there"  
[X Link](https://x.com/TheIcahnist/status/1995225711695777944)  2025-11-30T20:17Z 31.3K followers, 1.5M 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](https://x.com/TheIcahnist/status/1996012334750298604)  2025-12-03T00:23Z 31.3K 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](https://x.com/TheIcahnist/status/1996035923281412552)  2025-12-03T01:57Z 31.3K 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](https://x.com/TheIcahnist/status/1996709031524945951)  2025-12-04T22:31Z 31.3K followers, 66.7K engagements


"The Junkyard Billionaire Investor He bought a Junkyard for $75K and built a $30B Empire Heres the playbook"  
[X Link](https://x.com/TheIcahnist/status/1997332755248472435)  2025-12-06T15:50Z 31.3K followers, 36K 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](https://x.com/TheIcahnist/status/1997332758272614809)  2025-12-06T15:50Z 31.3K followers, 1426 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](https://x.com/TheIcahnist/status/1997332760571097161)  2025-12-06T15:50Z 31.3K followers, 1311 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](https://x.com/TheIcahnist/status/1997332762789875951)  2025-12-06T15:50Z 31.3K followers, 1172 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](https://x.com/TheIcahnist/status/1997332765096698301)  2025-12-06T15:50Z 31.3K followers, 1113 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](https://x.com/TheIcahnist/status/1997332767328075988)  2025-12-06T15:50Z 31.3K followers, 1044 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](https://x.com/TheIcahnist/status/1997332770708742340)  2025-12-06T15:50Z 31.3K followers, 1768 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](https://x.com/TheIcahnist/status/1997334243492471288)  2025-12-06T15:56Z 31.3K followers, 17.4K 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](https://x.com/TheIcahnist/status/1972270899706621964)  2025-09-28T12:03Z 31.3K followers, 53.4K engagements


"Best Books for Technicals Part X. The Valuation and Case Study book are the best ones"  
[X Link](https://x.com/TheIcahnist/status/1993076404469350538)  2025-11-24T21:56Z 31.3K followers, 44.2K engagements


"Every Revolution Starts With Overbuild Every major technological shift began with a wave of speculative building. What happened next is always the same: Prices corrected balance sheets collapsed and the assets that survived became the foundation of a century of growth. The mistakes of investors became the fortunes of operators. We are in exactly that phase today.except this time the underlying demand curve is even stronger"  
[X Link](https://x.com/TheIcahnist/status/1993342694127493463)  2025-11-25T15:35Z 31.3K followers, 11.2K engagements


"Anatomy of Infrastructure Bubbles Rail lines were laid faster than commerce could fill them. Power plants overexpanded before factories electrified. Fiber cables were dropped across continents years before the internet needed them"  
[X Link](https://x.com/TheIcahnist/status/1993342698003349971)  2025-11-25T15:35Z 31.3K followers, 10K engagements


"AI Investment Opportunities by Vista Equity Partners"  
[X Link](https://x.com/TheIcahnist/status/1994796192484688219)  2025-11-29T15:50Z 31.3K 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](https://x.com/TheIcahnist/status/1995171799324385370)  2025-11-30T16:43Z 31.3K followers, 47.6K engagements


"Largest Private Equity Investors in the US X. Blackstone ($195B) X. KKR (143B) X. Apollo ($108B)"  
[X Link](https://x.com/TheIcahnist/status/1978990750223274184)  2025-10-17T01:05Z 31.3K followers, 17.2K engagements


"@mattiakabtc LIFCO chapter is amazing"  
[X Link](https://x.com/TheIcahnist/status/1993305337643123126)  2025-11-25T13:06Z 31.3K followers, XXX 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](https://x.com/TheIcahnist/status/1994181032770240541)  2025-11-27T23:06Z 31.3K followers, 3008 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](https://x.com/TheIcahnist/status/1994181035509338329)  2025-11-27T23:06Z 31.3K followers, 2931 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](https://x.com/TheIcahnist/status/1994181038130495985)  2025-11-27T23:06Z 31.3K followers, 2515 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](https://x.com/TheIcahnist/status/1994181040810668295)  2025-11-27T23:06Z 31.3K followers, 2144 engagements


"The Titans of Takeover Great Book. M&A King Brad Jacobs recommends this one:"  
[X Link](https://x.com/TheIcahnist/status/1996026759284744638)  2025-12-03T01:20Z 31.3K followers, 14.1K 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](https://x.com/TheIcahnist/status/1982939550469980305)  2025-10-27T22:36Z 31.3K followers, 771.7K engagements


"310K $37M in X years. The Golden Age of Private Equity. One of the greatest LBOs ever done:"  
[X Link](https://x.com/TheIcahnist/status/1986628990778392871)  2025-11-07T02:57Z 31.3K followers, 264.5K engagements


"What book sparks the relentless desire to conquer the world"  
[X Link](https://x.com/TheIcahnist/status/1987329405148873063)  2025-11-09T01:20Z 31.3K followers, 272.7K 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](https://x.com/TheIcahnist/status/1993342680710201690)  2025-11-25T15:35Z 31.3K followers, 263K 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](https://x.com/TheIcahnist/status/1994181029632913414)  2025-11-27T23:06Z 31.3K followers, 93.2K engagements


"David Ellison pitching the hostile takeover:"  
[X Link](https://x.com/TheIcahnist/status/1998046154781773889)  2025-12-08T15:04Z 31.3K followers, 123.7K 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](https://x.com/TheIcahnist/status/1998218668959060384)  2025-12-09T02:30Z 31.3K followers, 24.2K engagements