Story structure is one of the main guiding principle behind activist investments
Etalon Capital discusses current situation in shares of Adidas AG
Etalon Capital discusses activist investor investment in Freshpet
Etalon Capital discusses Albertsons Kroger merger transaction
Etalon Capital discusses Altra Industrial Motion Corp
Etalon Capital discusses Arko Corp (former SPAC)
Etalon Capital discusses ESAB Corporation spin-off from Enovis (formerly Colfax)
Etalon Capital discusses sale of Distribution business by Avient Corporation
Etalon Capital discusses activist investor involvement and strategic alternatives review at Treehouse Foods Inc
Etalon Capital discusses GSK Consumer Healthcare business spin-off and listing Haleon
Etalon Capital discusses recent activist investors involvement in shares of Suncor Energy
Etalon Capital discusses recent activist investors involvement in shares of Pinterest
Etalon Capital discusses last year spin-off and separation of L Brands into two companies
Etalon Capital discusses upcoming spin-off and separation of Vista Outdoor into two companies
Etalon Capital discusses story structure in European event-driven M&A situation: DSM and Firmenich
Etalon Capital discusses SPACs market and platform SPACs
Alex Gavrish discusses JDE Peet’s 2020 IPO and recent share buyback
Alex Gavrish discusses story structure in European event-driven M&A situation: Dufry and Autogrill
Alex Gavrish discusses current situation in shares of Avient Corporation and event-driven value strategy benefits
Etalon Capital was interviewd by Bloomberg and discussed SPACs market and platform SPACs
Alex Gavrish discusses current situation in shares of Sylvamo spin-off from International Paper
Alex Gavrish discusses important aspects of SPACs investing
Alex Gavrish discusses current situation in shares of Bowlero Corp, former SPAC
Alex Gavrish discusses current situation in shares of Enhabit spin-off from Encompass Health Corporation
Alex Gavrish discusses current situation in shares of APi Group, former SPAC
Alex Gavrish discusses current situation in shares of Albertsons Companies Inc
Alex Gavrish discusses current situation in shares of Levi Strauss & Co
Alex Gavrish discusses current situation in shares of Ralph Lauren Corporation
Alex Gavrish discusses current situation in shares of Lanxess and event-driven value strategy benefits
Alex Gavrish discusses current situation in shares of Maisons du Monde and possible buyout
Alex Gavrish discusses current situation in shares of Valvoline and event-driven value strategy benefits
Alex Gavrish discusses current situation in shares of Univar Solutions and analyst actions
Alex Gavrish discusses current situation in shares of Masonite International
Alex Gavrish discusses current situation in shares of American Eagle Outfitters
Alex Gavrish discusses current situation in shares of SPAC that merged with Ermenegildo Zegna
Alex Gavrish discusses current situation in shares of ZimVie spin-off from Zimmer Biomet Holdings
Alex Gavrish discusses current situation in shares of EuroAPI spin-off from Sanofi
Alex Gavrish discusses current situation in shares of Kontoor Brands
Alex Gavrish discusses Bausch + Lomb IPO and possible spin-off
Alex Gavrish discusses current situation in shares of Berry Global Group
Alex Gavrish discusses current situation in shares of Vontier Corporation spin-off
Alex Gavrish discusses current situation in shares of SPAC that merged with Ardagh Metal Packaging
Alex Gavrish discusses current situation in shares of Shufersal (SAE IT)
Alex Gavrish discusses current situation in shares of Columbia Sportswear
Alex Gavrish discusses current situation in shares of Glatfelter Corporation
Alex Gavrish discusses meme stock trends
Alex Gavrish discusses current SPAC trend
Alex Gavrish discusses current situation in shares of GameStop
Alex Gavrish discusses current situation in shares of Elementis plc
Alex Gavrish discusses upcoming IPO of Affirm
Alex Gavrish discusses weak side of quantitative models
Alex Gavrish discusses The Aaron’s Company spin-off
Alex Gavrish discusses story situation in shares of Planet Fitness Inc and Glanbia plc
Alex Gavrish discusses story structure in M&A situations and in shares of International Flavors & Fragrances
Alex Gavrish discusses story structure in M&A situations and in shares of Berry Global Group
Alex Gavrish discusses current situation in shares of PQ Group Holdings
Alex Gavrish discusses current situation in shares of Aareal Bank AG
Alex Gavrish discusses recent V-Zug Holding spin-off
Alex Gavrish discusses upcoming Vontier Corporation spin-off from Fortive Corporation
Alex Gavrish discusses upcoming Kioxia IPO
Alex Gavrish discusses activist and hedge funds investment in Glenveagh Properties plc
Alex Gavrish discusses activist hedge fund investments in European insurance companies
Etalon Capital analyst Alex Gavrish believes such a move will unlock hundreds of millions of dollars in shareholder value
Alex Gavrish discusses upcoming IPO of Vantage Towers by Vodafone Group plc
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
Alex Gavrish warns investors to exercise extra caution when investing in SPACs