Josh Brown, CEO, Ritholtz Wealth Management Southwest Gas SWX-N BUY Sep 08, 2022

Carl Icahn is a genius, having kicked out the CEO and is now the 3rd-biggest shareholder. They're doing work for other utilities in infrastructure. SWX may spin off their infrastructure business. There are many different ways to win here. Icahn tried to buy at $75/share--that's the floor. At $81, he doesn't see much risk. Is paid 3% to wait. The upside will come with a spin-off--the reward can be huge if they let Icahn take control of the company.