In the Go-Go '80s – back when the hit movie Wall Street told us that "Greed Is Good" – Carl Icahn was known as a "corporate raider"… and was revered for his windfall-producing decisiveness.
Icahn is still around. And he's still active. Only now – in the politically correct 2000s – he's known as an "activist investor" who's gone up against the likes of Apple Inc. (Nasdaq: AAPL) and eBay Inc.(Nasdaq: EBAY).
I don't really care what we call him. I just know that Carl Icahn has done us a big, big favor.
You see, Icahn the Great has just cleared our path to a big profit – a company in a hot new market whose shares could surge 50% in the next two years.
And today I'm going to tell you a tale that shows how Icahn did this – and show you the stock that's ready to run.
Carl Icahn: Anatomy of an "Activist"
During his 36 years in the stocks game, Carl Icahn has demonstrated a flair for pressuring CEOs into making big changes to the companies they run. Stock buybacks, dividend hikes, special payouts, spin-offs, and corporate restructurings… the recommended changes might vary from one "target" company to the next. But the results were generally the same: The target company's share price would zoom, creating a windfall for Icahn – and for the investors who have increasingly followed every move that he makes.
Icahn's newest target is eBay, the leader in online auctions. King Carl is trying to force eBay to spin off its highly valuable PayPal subsidiary. In some ways, it was a shrewd move: Icahn has recognized – as we have with you – that electronic payments (also known as a "digital wallet") is an emerging sector with a big upside.
This time around, Icahn's power play isn't working. He's met with intense resistance from a company.
For us, however, that doesn't matter. Icahn has focused a tremendous amount of investor attention on this new sector's huge potential upside. He just picked the wrong company.
We didn't make that mistake.
In fact, we've identified a digital-payments stock that's making all the right moves.
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top technology financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
Michael is 100% independent and receives absolutely no compensation from companies he writes about. His ideas are completely his own.
So, it probably goes without saying that you won't ever be left in the dark about breaking innovations, ahead-of-their-time technologies, and breakout companies on the cusp of changing the world once you join this world.