Porsche, Volkswagen, and CSX: Cars, Trains, and Derivatives

Kellogg School of Management Cases

ISSN: 2474-6568

Publication date: 20 January 2017

Abstract

This case focuses on the massive equity derivative positions entered into by Porsche in relation to Volkswagen stock and by TCI and 3G in relation to CSX stock. Students will learn how equity exposure can be created without buying stock and without prior disclosure. The role of regulators, courts, and investment banks that facilitate these transactions is also explored.

Keywords

Citation

Stowell, D. and McLarty, T. (2017), "Porsche, Volkswagen, and CSX: Cars, Trains, and Derivatives", Kellogg School of Management Cases. https://doi.org/10.1108/case.kellogg.2016.000263

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Publisher

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Kellogg School of Management

Copyright © 2009, The Kellogg School of Management at Northwestern University

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