INSIGHTS

THE SECRET FORMULA OF MEME STOCKS AND ROBINHOOD TRADERS DISCOVERED

Alex Gavrish discusses meme stock trends

SPACS REVOLUTION TURNS INTO PUBLIC EQUITY MARKET TRANSFORMATION

Alex Gavrish discusses current SPAC trend

GAMESTOP OR GAMESTART: DAVID VS GOLIATH STORY WAS SUCCESSFULLY TESTED

Alex Gavrish discusses current situation in shares of GameStop

ELEMENTIS PLC: BUYOUT SPECULATION OR ATTRACTIVE STORY STRUCTURE

Alex Gavrish discusses current situation in shares of Elementis plc

AFFIRM IPO: AN ALTERNATIVE WAY TO TEST THIS STORY

Alex Gavrish discusses upcoming IPO of Affirm

FROM REALITY, NOT FROM MODELS

Alex Gavrish discusses weak side of quantitative models

THE AARON’S COMPANY SPIN-OFF: ATTRACTIVE VALUATION AND BUYOUT CANDIDATE

Alex Gavrish discusses The Aaron’s Company spin-off

THIRD POINT TOOK A POSITION IN PLANET FITNESS, BUT THERE IS A BETTER ALTERNATIVE TO TEST THIS STORY

Alex Gavrish discusses story situation in shares of Planet Fitness Inc and Glanbia plc

INTERNATIONAL FLAVORS & FRAGRANCES: STORY STRUCTURE IN M&A SITUATIONS

Alex Gavrish discusses story structure in M&A situations and in shares of International Flavors & Fragrances

BERRY GLOBAL GROUP: STORY STRUCTURE IN M&A SITUATIONS

Alex Gavrish discusses story structure in M&A situations and in shares of Berry Global Group

PQ GROUP HOLDINGS: RESTRUCTURING STORY

Alex Gavrish discusses current situation in shares of PQ Group Holdings

ACTIVIST INVESTORS WERE TAKEN FOR A ROLLER COASTER RIDE IN SHARES OF AAREAL BANK AG. NOW YOU CAN TAKE ADVANTAGE OF THEIR MISFORTUNE

Alex Gavrish discusses current situation in shares of Aareal Bank AG

V-ZUG SPIN-OFF: POSSIBLE PREPARATION FOR SALE TO CHINESE GIANTS

Alex Gavrish discusses recent V-Zug Holding spin-off

VONTIER SPIN-OFF: BEWARE WHEN YOU ARE PROMISED SOMETHING FOR FREE

Alex Gavrish discusses upcoming Vontier Corporation spin-off from Fortive Corporation

KIOXIA IPO: $30 BILLION COMPANY AND NO PROSPECTUS IN ENGLISH. REALLY?

Alex Gavrish discusses upcoming Kioxia IPO

Glenveagh Properties: What Activists and Hedge Funds Found in a Small-Cap Irish Homebuilder?

Alex Gavrish discusses activist and hedge funds investment in Glenveagh Properties plc

ACTIVIST HEDGE FUNDS WERE TAKEN FOR A ROLLER COASTER RIDE IN INSURANCE STOCKS. NOW YOU CAN TAKE ADVANTAGE OF THEIR MISFORTUNE

Alex Gavrish discusses activist hedge fund investments in European insurance companies

W.R. GRACE COULD UNLOCK VALUE BY SELLING ITS PHARMA BUSINESS, SAYS ANALYST

Etalon Capital analyst Alex Gavrish believes such a move will unlock hundreds of millions of dollars in shareholder value

VODAFONE GROUP: UPCOMING IPO OF VANTAGE TOWERS

Alex Gavrish discusses upcoming IPO of Vantage Towers by Vodafone Group plc

Bausch Health Companies: This Story Is Not Over Yet

Alex Gavrish discusses Bausch + Lomb spin-off plans

Alex Gavrish discusses Albertsons IPO

Alex Gavrish discusses JDE Peet’s IPO

Alex Gavrish discusses if value investing is still relevant

Alex Gavrish discusses the unique opportunity investors have to react to objective reality

Alex Gavrish discusses the power of narratives in economy and markets

Alex Gavrish discusses ASICS Corporation and activist investing

Alex Gavrish discusses ASICS Corporation and activist investing

Alex Gavrish discusses AMS Osram merger

Alex Gavrish discusses proposed Xerox/HP transaction

Alex Gavrish discusses TeamViewer IPO

Alex Gavrish discusses the need to work with time dimension in investing

Alex Gavrish discusses Dow Inc spin-off from DowDuPont

Alex Gavrish discusses the late opportunities to profit from a “retail apocalypse”

Alex Gavrish discusses the evolution of investing through the prism of “the observer and the observed” paradox

 

Alex Gavrish explains why investors should roll-up their sleeves, identify the opportunity set and not be afraid of making decisions

 

Alex Gavrish explains how great investors benefit from storytelling and narratives

Alex Gavrish discusses the main guiding principles for successful investing in SPACs

Alex Gavrish discusses the disappointment of “copycat” investors after the latest quarterly SEC filings by activists and hedge funds

Alex Gavrish draws parallels between investing and art

Story investing philosophy brings an extra edge to analyzing spin-off situations

The new index provides investors with a benchmark and the ability to access pure-play SPACs

Alex Gavrish discusses the possible story behind activist investors’ large investment into Nestle

Alex Gavrish explains why best investments are just like good stories or movies: with three part structure, important turning points, intrigue, drama, and surprises

Storytelling skills can improve your chances of landing a job offer from a hedge fund and advance your career as an analyst

Story structure is one of the main guiding principle behind activist investments

When sound risk management and merger arbitrage investing are in conflict

Benefits of diversification across “sources” of risk

Broader event-driven strategy is a good long-term approach to portfolio management and alpha generation

New SPAC Index Beckons ETFs While a Now-Dead Gauge Warns of Pain

Alex Gavrish warns investors to exercise extra caution when investing in SPACs