Carl Icahn on Cyclical Businesses

1 INDEXED REFERENCES1988–19881 SHOWN FREE

Businesses whose results swing with the economic cycle; Buffett generally avoids them unless the economics at the trough are genuinely attractive.

SELECTED REFERENCES

1988 · Contemporary coverage and later retrospective reporting

The TWA takeover and exit (documented history)

TWA's subsequent path — bankruptcies, shrinking, and eventual absorption by American Airlines — is usually cited against Icahn, and he has responded over the years that the airline's union structure and the industry's economics made any ownership outcome a fight for survival. The episode remains the standard exhibit in the debate over whether activist gains come at the expense of operating companies and their employees.

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