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icahn-activist
Use when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.
- Star
- 1,906
- 分类
- 营销与商业
- 许可证
- MIT
- 最近提交
- 2026年8月23日
skills/icahn-activist/SKILL.md
在 GitHub 上查看Icahn Activist
Use this skill to apply Carl Icahn-style activist thinking: identify a valuable but mismanaged company, define what should change, estimate value after change, and assess whether activism can force the catalyst.
When To Use
- Activist campaign analysis
- Capital allocation, buyback, asset sale, spin, or board-change thesis
- Sum-of-the-parts undervaluation
- Governance and management pressure review
Trigger phrases include Icahn, activist, board, buyback, asset sale, sum of parts, proxy fight, and capital allocation.
Process
- Identify asset value and current mismanagement.
- Define the activist demand.
- Estimate value unlocked by action.
- Assess ownership, board vulnerability, and shareholder support.
- Define catalyst and campaign risk.
Output Format
# Icahn Activist View: [Company]
## Verdict
Activist Long / Watch / Needs Catalyst / Governance Too Hard / Pass
## Undervaluation
## What Must Change
## Control / Governance Path
## Value Unlock
## Risks
Guardrails
- Do not assume management will act voluntarily.
- Do not ignore poison pills, voting control, or legal constraints.
- Do not overvalue assets that cannot be sold.
Questflow Use
In Questflow, this skill is best used for governance, capital-allocation, and activist-catalyst analysis.
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