Why Does Carl Icahn Keep Taking Aim at Apple?

The transcript discusses Carl Icahn's influence on major companies like eBay and Apple, highlighting his ability to persuade management to adopt his strategies. It reviews his track record, including successes with AOL, and examines Apple's financial strategy, particularly its large cash reserves. The conversation also touches on tax implications and the challenges of repatriating offshore cash, suggesting potential advice for the Obama administration.

What was Carl Icahn's approach towards eBay, and what was the outcome?

Discuss the historical perception of Carl Icahn's advice over time.

How did Carl Icahn's influence affect Apple's management decisions?

What concerns did Apple have regarding repatriating cash to the US?

What are the implications of companies holding cash offshore, according to the discussion?