投资人在股东信、访谈、雪球上公开讲过的观点，加上知名投资节目和名人对个股的看法，按发表时间排列。每条都附原文出处，原话逐字照录；投资人谈自己 13F 持仓的，「说完之后」那一行是同一季度 13F 上的实际操作。
2020 年 8 月 IEP 通过康宝莱的回购要约卖出约 1470 万股，仍持有约 2050 万股、占 15.5%，是最大股东。伊坎说从他开始买入的第一天算起，持有至今的总回报约 200%，他依然非常看好公司的未来。
We remain the Company’s largest shareholder with approximately 20.5 million shares, representing approximately 15.5% of the outstanding shares, and we continue to strongly believe in the great future of the Company.伊坎从 2012 年底开始买入康宝莱，那时公司正被做空者围攻、股价不受欢迎。他研究业务、评估风险后认为风险回报比很有吸引力，于是大量买入并进入董事会，协助公司应对做空和与 FTC 的沟通。到 2018 年，康宝莱已占 IEP 净资产约 24%，伊坎参与公司回购卖出部分股份，但仍是最大股东。
In late 2012 and early 2013, when Herbalife was under attack and the stock was out of favor, we studied the business and assessed the risks. At that time, we concluded the risk/reward ratio was very favorable.