The Credit Strategist

Share this post

IEP - Living In The Past

www.thecreditstrategist.com

IEP - Living In The Past

The Credit Strategist Blog

The Credit Strategist
Aug 4, 2023
∙ Paid
5
Share this post

IEP - Living In The Past

www.thecreditstrategist.com
Share

In the June issue of The Credit Strategist, I discussed at length the May attack by short seller Hindenberg Research on Icahn Enterprises LP (IEP). Hindenberg detailed that IEP was trading at an unreasonable 218% premium to its last reported NAV, questioned IEP’s valuations of some of its illiquid and privately traded assets, and noted the company’s ap…

Keep reading with a 7-day free trial

Subscribe to

The Credit Strategist
to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
Previous
Next
© 2023 Michael Lewitt
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing