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Thursday, May 25, 2023 5:51:28 PM
MM 2:12
https://www.cnbc.com/video/2023/03/21/axiom-cio-discusses-credit-suisse-bond-wipeout.html
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No love lost between Ackman and Icahn:
https://finance.yahoo.com/news/hedge-fund-billionaire-bill-ackman-132557971.html
"Even after the recent share price decline, $IEP still trades at a 50%+ premium to its NAV. Its performance history and governance structure do not justify a premium; rather they suggest that a large discount to NAV would be appropriate."
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