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Railway Age interview of Matt Rose.

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Posted by BaltACD on Saturday, December 15, 2018 6:29 PM

Deggesty
Quoting PJS 1 "A better term for vulture capitalist would be corporate raider.  One of the best know in Texas is T. Bone Pickens.  His argument for what he does or did is straight forward.  Corporate raiders tend to run off incompetent managements!  I don’t like them.  But he has a point worthy of consideration. "

You did mean T. Boone Pickens, did yhou not?

He had a bone to pick with him! ConfusedConfusedConfusedConfusedConfused

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Posted by PJS1 on Saturday, December 15, 2018 7:16 PM

Deggesty
 Quoting PJS 1 "A better term for vulture capitalist would be corporate raider.  One of the best know in Texas is T. Bone Pickens.  His argument for what he does or did is straight forward.  Corporate raiders tend to run off incompetent managements!  I don’t like them.  But he has a point worthy of consideration. "

You did mean T. Boone Pickens, did yhou not? 

 

Correct!  Hopefully a misspelling error did not deter your understanding of the point!  

Rio Grande Valley, CFI,CFII

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Posted by jeffhergert on Saturday, December 15, 2018 11:13 PM
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Posted by PJS1 on Sunday, December 16, 2018 9:24 AM

jeffhergert
 I think Carl Icahn is also a good example. Jeff 

With the possible exception of American Railcar, there is nothing in the article to indicate that Icahn or any corporate raider has had a deleterious impact on a railroad. 

To truly know the impact of corporate raiders on American businesses, one would need to take a statistical sample from every company impacted by a corporate raider and do a deep dive into their financials to understand the true impact of corporate raiders.     

I don’t know of anyone that has argued corporate raiders are nice people.  But a case can be made for them.  Usually they are only successful because management is not performing effectively. 

American capitalism is not a nice system.  But it is reasonably effective in creating wealth for a large number of people in an open and free market-based society.   Which I support 120 percent!

As the article points out, some if not most of the shareholders in the company's Icahn influenced or controlled benefited from his intervention.  But some did not.  Exceptions can be found in any activity. 

Rio Grande Valley, CFI,CFII

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Posted by CSSHEGEWISCH on Monday, December 17, 2018 7:12 AM

Carl Icahn certainly didn't do TWA any favors when he got stuck owning the airline after the board of directors wouldn't cave in to his greenmail demands.

The issue is that a lot of hedge funds are short-term to very short-term speculators who are demanding a quick appreciation in the stock price, even if the underlying firm is gutted in the process.

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Posted by zardoz on Monday, December 17, 2018 10:33 AM

BaltACD
Corporate raiders tend to run off long term managements for their own form of incompetent short term syphoning of corporate revenues as 'shareholder value'.  Mantle Ridge and EHH are such a incompetent short term raider.  Mantle Ridge doesn't want to RUN a railroad, it wants to get the cash and move on the next victim.

If someone shoplifts food for their family and gets caught, they might spend years in prison. But if someone 'steals' millions from a company or pension fund, they are considered capitalist successes. What's wrong with that picture?

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Posted by tree68 on Monday, December 17, 2018 10:39 AM

CSSHEGEWISCH
The issue is that a lot of hedge funds are short-term to very short-term speculators who are demanding a quick appreciation in the stock price, even if the underlying firm is gutted in the process.

Bingo!

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Posted by greyhounds on Tuesday, December 18, 2018 6:44 PM

zardoz
If someone shoplifts food for their family and gets caught, they might spend years in prison. But if someone 'steals' millions from a company or pension fund, they are considered capitalist successes. What's wrong with that picture?

The thing that's wrong is your interpretation of the picture.  I'll ask my standard question:  "Did you ever take and pass a college level economics course?"

"By many measures, the U.S. freight rail system is the safest, most efficient and cost effective in the world." - Federal Railroad Administration, October, 2009. I'm just your average, everyday, uncivilized howling "anti-government" critic of mass government expenditures for "High Speed Rail" in the US. And I'm gosh darn proud of that.
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Posted by SD70Dude on Tuesday, December 18, 2018 7:30 PM

greyhounds
zardoz
If someone shoplifts food for their family and gets caught, they might spend years in prison. But if someone 'steals' millions from a company or pension fund, they are considered capitalist successes. What's wrong with that picture?

The thing that's wrong is your interpretation of the picture.  I'll ask my standard question:  "Did you ever take and pass a college level economics course?"

A good example of what Zardoz is talking about is the ongoing Sears Canada pension fund lawsuits in the aftermath of the company's bankruptcy and liquidation. 

Prior to going under Eddie Lampert and other executives received large bonus payments, and now the retirees are seeing their pensions cut. 

And no, I never took economics or college courses of any kind (straight from high school to the railroad).  But one does not need to attend college to learn ethics and morals. 

Just because something makes business sense and is legal does not mean that it is ethical or the right thing to do.  People see that, management does not.

Greetings from Alberta

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Posted by Deggesty on Tuesday, December 18, 2018 7:37 PM

One can wonder the basis for awarding the bonuses--running the compnay into bankruptcy?

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Posted by Miningman on Tuesday, December 18, 2018 7:56 PM

There were obscene bonus's given to Wall Street failure CEO's in the 2008 market crash and worse yet they were paid by the taxpayers in the bailouts. Several exceeding 60 million each! 

 Of course there were questions but the answer always came that is was contractual.. so they were paid huge bonuses for total failure and ruining people. 

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Posted by jeffhergert on Tuesday, December 18, 2018 8:24 PM

Deggesty

One can wonder the basis for awarding the bonuses--running the compnay into bankruptcy?

 

I like reading about companies that are in bankruptcy petitioning the court to allow "retention" bonuses. The reason given for the bonuses is that these "key" people would otherwise leave and take their institutional knowledge with them.  Thus making it hard, if not impossible, to successfully operate during and after reorganizing.

I've always wondered why you would want to keep management that ran your business into the ground.  You would think with that on a resume, no other company would be beating down their door to recruit them.  That they would be lucky to keep their jobs.

But I've never taken any college economics classes, either. 

Jeff

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Posted by BaltACD on Tuesday, December 18, 2018 8:40 PM

greyhounds
 
zardoz
If someone shoplifts food for their family and gets caught, they might spend years in prison. But if someone 'steals' millions from a company or pension fund, they are considered capitalist successes. What's wrong with that picture? 

The thing that's wrong is your interpretation of the picture.  I'll ask my standard question:  "Did you ever take and pass a college level economics course?"

I took and passed several Economics courses as I worked toward and recieved my Business Degree from Kent State.

I know high level corporate malfeasence and theft when I see it.  Vulture capitalism is pump and dump theft.

Never too old to have a happy childhood!

              

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Posted by zardoz on Tuesday, December 18, 2018 8:52 PM

greyhounds
I'll ask my standard question:  "Did you ever take and pass a college level economics course?"

No, I certainly did not; hence, I still have some semblance of right and wrong. I never learned that it is acceptable to screw somebody, as long as it is done in the name of 'business'.

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Posted by Electroliner 1935 on Tuesday, December 18, 2018 8:58 PM

BaltACD
I know high level corporate malfeasence and theft when I see it.  Vulture capitalism is pump and dump theft.

I took Engineering Economics via my employer and understood the cost of capitol and return on equity and I concur with you Balt. Vulture Capitalism where the raiders  take money out of companies and load them down with debt is high level corporate malfeasence, theft and is criminal. Unfortunatly, they have corrupted enough politicians that write the laws and tax code, (is that redundant) so they don't go to prision. 

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Posted by Deggesty on Tuesday, December 18, 2018 9:04 PM

zardoz

 

 
greyhounds
I'll ask my standard question:  "Did you ever take and pass a college level economics course?"

 

No, I certainly did not; hence, I still have some semblance of right and wrong. I never learned that it is acceptable to screw somebody, as long as it is done in the name of 'business'.

 

 

I did not take any economics course; indeed, I never had occasion to even talk with the economics professor even though from time to time I had conversation with almost everybody else on the faculty and in administration. 

Somehow, I did come to the conclusion that, as it has been said, "honesty is the best policy."

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Posted by Electroliner 1935 on Tuesday, December 18, 2018 10:29 PM

And the golden rule, Do unto others as you would have then do unto you, still works for me.

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Posted by zardoz on Wednesday, December 19, 2018 2:03 PM

Electroliner 1935

And the golden rule, Do unto others as you would have then do unto you, still works for me.

 

Amen, Brother.

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Posted by BaltACD on Wednesday, December 19, 2018 3:30 PM

Electroliner 1935
And the golden rule, Do unto others as you would have then do unto you, still works for me.

Unfortunately in today's world in too many instances it has become "Do unto others before they have the opportunity to respond."

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Posted by MidlandMike on Wednesday, December 19, 2018 8:34 PM

I think a distinction should be made beteen venture capitalist (who support start up companies and take big risks with little chance of recovery if the company fails), vs., corporate raiders (who swoop in on established companies to "unlock shareholder value" which often means looting the built-up assets).  And yes, I passed high school and college economics courses, and even a graduate level course in economic geology.

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Posted by SD70Dude on Wednesday, December 19, 2018 8:39 PM

MidlandMike

I think a distinction should be made beteen venture capitalist (who support start up companies and take big risks with little chance of recovery if the company fails), vs., corporate raiders (who swoop in on established companies to "unlock shareholder value" which often means looting the built-up assets).  And yes, I passed high school and college economics courses, and even a graduate level course in economic geology.

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