Part 2/9:
Before getting into the serious discussion of healthcare investments, Harjes lightened the mood by mentioning Global Running Day. She cited a report from the Washington Post, suggesting that running can enhance creative thinking—a fitting overture for a podcast aimed at fostering insightful financial discussions.
Icahn's Big Move: A Closer Look at Allergan
The heart of the episode revolved around Carl Icahn's recent announcement of a substantial stake in Allergan, a company he believes has great potential under the leadership of its CEO, Brent Saunders. Campbell noted that while the specifics of Icahn’s investment size were unclear, his enthusiasm for the CEO indicated a longer-term belief in the company's strategies.