icahn-activist
starsforks
How to install icahn-activist?
xuboyuebobb/investorskills/icahn-activist
$npx -y skills add xuboyuebobb/investorskills --skill icahn-activistUse when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.
SKILL.md
| 1 | # Icahn Activist |
| 2 | |
| 3 | 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. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | - Activist campaign analysis |
| 8 | - Capital allocation, buyback, asset sale, spin, or board-change thesis |
| 9 | - Sum-of-the-parts undervaluation |
| 10 | - Governance and management pressure review |
| 11 | |
| 12 | Trigger phrases include `Icahn`, `activist`, `board`, `buyback`, `asset sale`, `sum of parts`, `proxy fight`, and `capital allocation`. |
| 13 | |
| 14 | ## Process |
| 15 | |
| 16 | 1. Identify asset value and current mismanagement. |
| 17 | 2. Define the activist demand. |
| 18 | 3. Estimate value unlocked by action. |
| 19 | 4. Assess ownership, board vulnerability, and shareholder support. |
| 20 | 5. Define catalyst and campaign risk. |
| 21 | |
| 22 | ## Output Format |
| 23 | |
| 24 | ```md |
| 25 | # Icahn Activist View: [Company] |
| 26 | |
| 27 | ## Verdict |
| 28 | Activist Long / Watch / Needs Catalyst / Governance Too Hard / Pass |
| 29 | |
| 30 | ## Undervaluation |
| 31 | ## What Must Change |
| 32 | ## Control / Governance Path |
| 33 | ## Value Unlock |
| 34 | ## Risks |
| 35 | ``` |
| 36 | |
| 37 | ## Guardrails |
| 38 | |
| 39 | - Do not assume management will act voluntarily. |
| 40 | - Do not ignore poison pills, voting control, or legal constraints. |
| 41 | - Do not overvalue assets that cannot be sold. |
| 42 | |
| 43 | ## Questflow Use |
| 44 | |
| 45 | In Questflow, this skill is best used for governance, capital-allocation, and activist-catalyst analysis. |
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