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Seems that there is a significant difference of opinion between Carl Icahn and Warren Buffet.

http://www.bloomberg.com/news/articles/2016-04-28/billionair...




To be honest I always thought that Icahn was never in for the long term. He just went and raised a ruckus about wanting those $100B cash reserves distributed to stock owners.


I saw a TV segment / interview about Icahn years ago and that was impression I got. His M.O. is to buy a stock, create some attention, and sell, based mostly on the attention he brings, more so than the improvements he makes.


In the article, Ichan noted, "if China was basically steady I would probably go back into [Apple]...I hope one day to get back into [Apple]."

That's not a huge indictment of apple, but rather a concern.

He did note that Apple still looked cheap: http://www.cnbc.com/2016/04/28/icahn-we-no-longer-have-a-pos....

It's hard to read too much into it. For all we know, Ichan wants to play things a little conservative for the rest of 2016 due to big losses in his oil investments.




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