Reddit Posts
Thinking of buying more SOFI, IEP, ENVX
Papa Icahn about to roast these shorts😉 IEP YOLO
$230k YOLO on $IEP (Icahn Enterprises)
$IEP Buybacks and Dividend declaration - Carl's plan to squeeze out his shorts.
Folks Cramer said not to buy $IEP so you know what that means- lock in 25% dividend.
Hindenburg is now shorting IEP bonds. Carl Icahn owns 85% of the stock and is using 65% as collateral for his margin loans.
Started with $12 last Monday. Bought 2 SPY 410p for Tuesday then started blowing up.
Carl Icahn's company (IEP) stock falls as much as 20% after prosecutors seek financial information, coupled with an earnings miss this morning.
Hindenburg's Argument: How At-the-Market Offerings Enabled Icahn Enterprises (IEP) to Entice Retail Investors with 15% Dividend Yield
IEP up 24% today - I took a position and posted here yesterday......
Chef Icahn out her cookn with the flick of the wrist. $IEP = In Elimination Process
IEP - Only 15% of shares held by the public
Retail Sites Like Motley Fool, InvestorPlace and Income Trust Went Full Hog Promoting Icahn Enterprises LP (IEP), Touting Its 15% Dividend Yield
Retail Sites Like Motley Fool, InvestorPlace & Income Trust Went Full Hog Promoting Icahn Enterprises (IEP), Touting Its 15% Dividend Yield
Retail Investor Sites Like Motley Fool, InvestorPlace and Income Trust Went Full Hog Promoting Icahn Enterprises LP (IEP), Touting Its 15% Dividend Yield
Hindenburg Research Accuses Jefferies That Managed Icahn's Offerings of Committing "Sell-Side Malpractice" to Seduce Retail Investor
Hindenburg's Short Research Accuses Jefferies Financial That Managed ATM Offerings of Icahn Enterprises LP (IEP) of Committing "Sell-Side Malpractice" and Seducing Retail Investors
Icahn’s IEP now provides 20% dividend yield after Hindenburg short report.
Thoughts on Hindenburg’s latest report on IEP?
Thoughts on Hindenburg’s latest piece on IEP?
Hindenburg Research Takes a Short Position on Icahn Enterprises (IEP)
Icahn't wait for IEP to go to 0 (7.5k puts)
Hindenburg Research Accuses Carl Icaln of being Nothing More than an Autist.
Hindenburg Reserch Accuses Icahn Enterprises ($IEP) of operating a Ponzi style Pump-and-Dump Scheme
Hindenburg’s latest short - time for some fun? ($IEP)
Hindenburg strikes again, IEP down 10%
Hindenburg: Icahn Enterprises: The Corporate Raider Throwing Stones From His Own Glass House
What are your thoughts on IEP (Icahn Enterprises) and their 15% distribution?
Choan Tweet - Picture with Carl Icahn, IEP in a 5 year ascending triangle pattern. Bullish on IEP?
I Hear The First One's Free. $IEP Calls 55c 11/21 Exp
I don’t remember being this retarded when I had an IEP in grade school.
BEST DIVIDENDS STOCKS TO BUY NOW | 4th Week of MARCH 2021 | Market and Portfolio Analysis
Mentions
The only thing I’ll do rn w IEP is puts bc until he out that mud hole, he’s hemorrhaging… I don’t know if I get any shares…
I like it… JD, IEP and DG def lookin at, and DOCU too, as week goes on…
I'm long IEP. The float is small, as evidenced by the wide bid ask. They approved a share buy back of 500m. That saved this stock from dropping anymore that it did...for now. This week's Options chain looks weak both sides. Next weeks options chain looks high for both sides. Share buy back approved last earnings. Icahn can buy up the rest of the float easily. Risk is dividends stop. Icahn dies (son is capable of taking over though). This is a play to return back to 50. Icahn has no choice since he uses his shares as collateral for margin. A response back to the hindeburg report was a good sign that they are aware and will actively find ways to fight back. This again, is a high risk play. I personally don't think it's a squeeze play. Even though the IV is indicating so. My goal is they keep dividends as my only reason i would stay long.
JD, IEP, DG, TU, & BTI are the moves for me this week. anyone joining?
Carl is more likely to end up in jail and IEP collapses. He’s running a Ponzi scheme.
I bought a bit of IEP under 20 as a punt. Anyone else looking at it? Carl owns 85% of the stock so I'm not sure how it was able to drop so precipitously.
IEP once they stop shorting it.
Did you read the Hindenburg report? Apparently funds like this usually trade at a slight discount to NAV. Estimated NAV for IEP is about 16, and it’s trading above 21. You do the math.
I put one in for IEP but I'm sure I'll change it eventually
IEP has stabilized somewhat and still has a 35% yield. Made some decent money selling weekly $15 CSPs, but I may do a buy write while IV is still high.
Good Morning All. I read through the Hindenburg report and it seems to me that the basis for his argument is cash flow, Carl Icahn’s personal margin, and IEP overvaluing approximately one third of holdings. On argument one, Hindenburg wants to tell everyone the Divi is not sustainable. I am going to PooPoo that argument because Carl and his son own 85% of IEP and will take their divi in reinvested IEP shares. I also recently realized (because I’m a dummy) E-Trade has been reinvesting my divi in IEP shares even though I defaulted all my dividend payment to cash. I have to actually call customer service every quarter and tell them option 2 to get the payout in cash. So the basis of my argument on the dividend is if everyone else who uses E-trade defaulted their dividend payout to cash and didn’t realize they were getting IEP stock, how much does IEP actually pay out in cash since Carl holds 85%. Carl, smart bugger that he is, just dilutes all of his shareholders every quarter and pays out very little actual cash. On argument number 2, this to me is the more problematic part of the report for Carl and son. However, we outsiders, have no idea really of what he owns privately that he could either pledge or liquidate to cover any margin call as Hindenburg Led Zeppelins his balloon. So on argument 2 I believe Carl just has to whether the backlash for a short time until the stock recovers to a more reasonable valuation. Puts today and calls for tomorrow. BTW, we will not know anything about the FBI looking into his affairs. Oh and another thing Hindenburg could have called the FBI before the report came out and tried to put them onto a case (conspiracy theory because I have no proof of that because I’m an outsider). On argument 3, this one is a red herring. We are talking about a small portion of what IEP holds. Certainly not enough to tank the stock to 0. Sorry to burst all the shorty’s bubbles, but that is just OPO. Am I thinking right regarding the Hindenburg report? I open it up to all for feedback on this one because like all of the other IEP holders out there I am now trying to figure out how to get out of this one without taking a massive 50% loss. And trying to convince myself that being a bag holder will work out before this totally craters. Thank you all for your thoughts.
Out of no news price could go -20% or +70% ......so can't really tell if it's a fundamental this crazy swing price It's like $IEP that in 6 days went -70% out of nowhere
We both use the same calendar. I was short 1,000 $IEP shares on May 24, and this morning I am down $6,400, despite closing the position on May 25 and I see a withdrawal from $IEP. Can you check if you received $6.40 per share today?
Did anyone owning $IEP receive a dividend/payment yesterday?
IEP having itself quite the day today
Pretty good day in IEP so far. That's an interesting story to watch over the coming weeks to months
I guess folks were right about IEP curling up
IEP 
IEP has dropped from $50/share to $20 since 5/1. The dividend yield is now up to 38%
Carl Icahn's net worth has dropped from $14B to $6B in 2 months since Hindenburg put out that report calling IEP a ponzi scheme
IEP should be an interesting watch this week as the Icahn team is reportedly going to start pushing back against the Hindenburg report and the short selling that's been going on since the report dropped. With Icahn already controlling something like 85% of the units, a big buyback would be spicy. Would be even more hilarious yet if they announced something like a big special dividend just to force the short positions to have to pay it.
Next week should be interesting in IEP as Carl Icahn finally does something to push back against the short selling and downward price action. Guess we'll have to see if it's something as ho-hum as a lawsuit or if he comes out guns blazing with a buyback on an already extremely small public float. With that said, maybe it'll just tread water 😅
You’re so clueless. You’re all time PnL must look like IEP’s drop
Anyone doing anything with icahns IEP? Feels like there's potential. But idk to long or short. Does it have AI in it?
IEP premiums were 5% today and IEP was flat. Congrats to anyone who went theta gang
Who is going to buy the dip on $IEP
I hope someone else here is running a wheel on IEP down at these levels close to NAV while premiums are super high
There is so much opportunity right now in IEP cash secured puts and covered calls.
Icahn got slaughtered this entire week 💀 IEP
Got 100 shares of IEP, stunt on these hoes Ichan 🙏
Morning Euro poors & American Buttheads.... *Thanks for leading us into poverty early heading toward a holiday weekend. We'll follow shortly.* It's going to be a short one today....random thought... Why is everybody buggin on IEP? I thought everybody knew. I guess these new kids on WS don't? Carl didn't get where he is (Sunny Isles Florida) by being an altruistic nice guy. Anybody that looked at the company for more than a minute would understand what's going on. He's an old school OPM guy that well......choose to live on the Russian Riviera. **tl:dr** Carl Icahn cut his teeth as a bookie (market maker) in the options markets. He's forgotten more about the options markets than we'll ever know. At 87 he can probabaly still calculate BSM in his head.
IEP has a higher IV than CVNA.
IEP is running at a 33.4% dividend yield right now as it approaches its NAV.
last time i. checked IEP it was $35 
Tell that to the people that had puts on IEP
Snagged some IEP today on the cheap as a gamble.
Damn, IEP has weekly options now. I sold some $15 CSP, since that's around where the NAV is.
Holy shit IEP legit can’t bounce at all what a disaster pigs are free money
What’s wild about IEP is there’s legit no bounces at all
The margin math is something like this: He pledged 60% of his IEP shares for the margin loan. He had, at that point, 40% of his shares that were not pledged. Let's say, for argument sake, he had 100 total shares, and pledged 60 of them when IEP was 50/share: Margin collateral: $50/share \* 60 shares = $3000 Unpledged share value: $50/share \* 40 share = $2000 Hindenburg report comes out pointing out the math. IEP is now $30/share: Margin collateral: $30/share\*60 shares = $1800 Collateral shortfall: $1200 Unpledged share value: $30/share\*40 shares = $1200 New shares pledged: 100 shares \* $30/share = $3000 To get back up to $3000 in margin collateral, he would have had to pledge all 100 shares after the initial drop. The share value is now $19/share. That means, even with all 100 shares pledged, he's got a margin collateral shortfall of $1100, or roughly 58% more shares than he owns. If a margin call happens, he'll have to either secure some other source of funding to meet the call, or forced liquidation of IEP shares will begin. The bulk of his wealth was in IEP shares, so it'll be interesting to see if he can get out of this without forced liquidation of his IEP holdings.
Bro IEP wtf 
IEP -64.5% in the past month 
I’m not usually a divvy player but is the 42% divvy on IEP safe? 😂
lmao IEP going down to NAV
IEP holy fuck Icahn is really going down
Guess I should've bought those IEP puts I was eyeing yesterday....
IEP 👀🍿 Icahn getting clapped bad
I bought and sold mine at 40 $IEP isn't an easy person and hopefully he will find away out of this You will recover it in the end I lost on Signature Bank and recovered from other stocks
WTF is wrong with this sub U will all buy IEP and FRC until 0 And the one stock going up u want to short Wtaf
What happens? I'm holding IEP right now and I'm down 33%
I just checked and per trading view, IEP has about 15B in debt and very very unimpressive earnings/revenue. Puts it is. Although I think the time to buy puts has ideally already passed and now we wait for bankruptcy news
BILL ACKMAN 🚨🚨🚨🚨🚨 🚨🚨 > I have been fascinated by the @HindenburgRes $IEP situation, and there are some interesting learnings here. For example, one learns from $IEP that a controlling shareholder of a company with a small float that pays a large dividend can cause his company to trade at a large premium to intrinsic value, best approximated in $IEP by its NAV per share. The premium to NAV creates liquidity for the controlling shareholder by enabling him to access margin loans secured by overvalued shares that can be used to fund investments. The $IEP premium has been sustained by a large dividend yield, which is not supported by operating cash flows. The yield is generated by returning capital to outside shareholders, which is in turn funded by the company selling stock to investors. This system has worked for a considerable period of time, but it is highly dependent on the maintenance of the premium and the placidity of Icahn's margin lender(s). $IEP stock held by Icahn is not a liquid asset as it represents approximately 85%+ of $IEP shares outstanding. The shares also purportedly represent 85%+ of his net worth so he apparently does not have much outside resources to draw upon. A sustained premium requires confidence in Icahn and $IEP. If Icahn were to sell any shares, the stock would likely drop precipitously as the overhang of additional sales and the further resulting loss in confidence would catalyze other shareholders to exit before the deluge. The problem Icahn has is that his system has been outed by @HindenburgRes . Transparency is not the friend of $IEP having caused a more than 50% decline in the shares, which has caused Icahn to post more shares, now more than 65% of his holdings. Further declines over the last several days will likely require additional postings. Even after the recent share price decline, $IEP still trades at a 50%+ premium to its NAV. Its performance history and governance structure do not justify a premium; rather they suggest that a large discount to NAV would be appropriate. Icahn's margin lender(s) must be extremely concerned with the situation, particularly in light of the recent involvement of the @TheJusticeDept , which will also likely be investigating the lenders' involvement in the situation. There is likely more than one margin lender involved here because of the very large size of the loan and the risk limits that margin lenders have. $IEP reminds me somewhat of Archegos where the swap counterparties were comforted by each having relatively smaller exposures to the situation. The problem is that multiple lenders make for a more chaotic situation. All it takes is for one lender to break ranks and liquidate shares or attempt to hedge, before the house comes falling down. Here, the patsy is the last lender to liquidate. I am surprised that Icahn has not disclosed the terms of his margin loans including who provided them. My understanding of the @SECGov 13D rules is that they require disclosure of sources of financing and even copies of financing agreements, although many investors ignore these requirements. Icahn's favorite Wall Street saying: "If you want a friend, get a dog." Over his storied career, Icahn has made many enemies. I don't know that he has any real friends. He could use one here. We are neither long or short. Just watching from a distance.
I think the short pressure is immense, the dividend was just paid (which usually adds to sell pressure), but IEP also set aside $500m for stock buybacks. I don't know what will happen at all and am staying on the sidelines -- the situation is highly volatile and you wouldn't want to be catching a falling knife. If you wanted to bet on a recovery, probably best to wait for a floor in the price movement, I'm not sure I see one in the graph quite yet. It will need to settle a bit over the next few days/weeks. If I had to guess, it finds a floor around $20, but who knows. Not investment advice, invest at your own risk obviously.
As of now, the guy lost ~30k just today... please read about IEP, they are in a huge mess.
I understand NVDA, TSLA and SPY yolo’s but IEP is such a stupid way to go out.
Why care about the dividend yield? You have to realize those dividends actually have to come from somewhere right, like free cash flow, so that's what you should be looking at. Obviously no one is going to pass on a...33% dividend yield as of right now...but since people are passing on it, it suggests there is a high chance the entire IEP structure is a scam. Hindenburg literally described it as a way to lure noob dividend investors who only look at yields, meanwhile IEP has been losing billions since 2019 with 2x more shares.
IEP has been dying for a bit now. Wondering if it’s nearing over sold territory
IEP jade lizard free money June -20p/-25c/+27.5c @ 2.55 Break even @ 17.45
I used to like Icahn until the Herbalife shit... supporting a MLM wasn't a good look. Hope that old ass scumbag bites it before IEP has a chance to recover.
I’m super late to this IEP thing, but WHAOLMAO
IEP NAV is around $17. Looks like it's headed there.
Thoughts on IEP at these levels with that divi? Been mulling over starting a position but kinda waiting to see what Icahn has to say about Hindenburg.
The NAV, the personal loan, the accounting gimmicks and the 9B short bet loss are just part of the lit fuse. The real fireworks are when the margin call kicks in. If we get into the liquidation phase what'll be interesting is to watch anything with normally low volume that IEP has a high ownership stake in. Those movements will be wild.
IEP 
Where I live, an IEP is an individual education plan. They make them for slow kids that can't keep up with the regular curriculum.
No a yolo is literally just a yolo. You put a significant amount of money into a position and explain why. Although im not sure why OP would buy IEP afthe the hindenburg fiasco its most likely because hes confident in carl Icahn’s ability to pull off a turnaround for the company. The dividend structure is the main key to all of this so we’ll just have to see how it plays out. If they can pull this off the stock should be back in the 50s
Isn’t a YOLO options and not very safe stocks? Also didn’t Hindenburg just release an article accusing IEP of fraud and misleading investors? Idk if that’s a safe pick. You’re better off just buying stock for SPCE like right now.
I love it makes me feel like my 16k Yolo in IEP is worth it. Now go back up to $50 per Carl Icahn
IEP new low yesterday, trying to put in another one today looks like
So. Ichan still taking a dick with IEP down 10% today. Neat.
IEP pennies off a new low
IEP stock? Really? I mean the robots running the world joke is right there in front of your faces! Individualized Educational Plan stock.... Literally for regards. 🤖
IEP is structured as a partnership; everybody calls them dividends but I believe they're not taxable since they're partnership distributions. Good question though.
He owns 89% of the IEP shares so he frauding himself
I love Carl he’s a great guy. IEP has paid me well
Got it - makes sense. Obviously text is a terrible medium for effective and thorough communication - kinda seemed more like you were fighting perception for the sake of fact, which sorta doesn’t matter per my point. But I got yours and hear ya, well said. I feel the same way about Carl Icahns IEP. Is the stock down cause he’s actually cooked the books, or is just cause of the report Hindenburg released - which if it doesn’t hold water, stock would be a great buy right now. Also bitcoin. Will it reeeeaaallllyyyy have utility - eventually? It’s a very interesting concept and people are making money off of it - the only ‘digital scarcity’ as it were. But it still lacks use case at current …
Yea, you might want to check out the report by Hindenburg and make a decision from there. There's a reason IEP is down so much. Hindenburg exposed the shady dealings at IEP. LThe CEO didn't deny it, but he did say he was going to fight Hindenburg exposing him and offered dividends to attract investors. So basically, the CEO is saying yeah I did some shady shit but I'll give you some money if you forgive me. Now dont get me wrong, im not hung up on the morality of the situation. There's a lot of shadiness in the stock market. So for me, the question is will the price of the stock drop more than the offered dividend? It's hard to say. Do your own DD