INSIGHTS - ETALON CAPITAL

COLGATE: ACTIVIST INVESTOR, INFLATION, AND EVENT-DRIVEN VALUE STRATEGY

Etalon Capital discusses current situation in shares of Colgate-Palmolive Company

MISTER CAR WASH: IF YOU LIKE DANIEL LOEB’S COLGATE INVESTMENT YOU MIGHT LIKE THIS STORY AS WELL

S&P 500 INDEX: SNOW WHITE AND THE SEVEN DWARFS

WHAT DO FINANCE PROFESSOR, NOBEL PRIZE LAUREATE, BRITISH ECONOMIST AND BILLIONAIRE HEDGE FUND MANAGER HAVE IN COMMON? THEY ALL UNDERSTAND THE POWER OF NARRATIVES

ADIDAS AG: WHERE THERE ARE STRUGGLE AND EMOTIONS, THERE MIGHT BE OPPORTUNITIES

Etalon Capital discusses current situation in shares of Adidas AG

ACTIVIST INVESTOR IN FRESHPET: SHOULD YOU JOIN HIM?

Etalon Capital discusses activist investor investment in Freshpet

ALBERTSONS KROGER MERGER: THE BEST MERGER ARBITRAGE DEAL IN THE WORLD

Etalon Capital discusses Albertsons Kroger merger transaction

ALTRA INDUSTRIAL MOTION CORP: INDUSTRIAL COMPANY WITH STRONG FREE CASH FLOW GENERATION AND ATTRACTIVE GROWTH OPPORTUNITIES

Etalon Capital discusses Altra Industrial Motion Corp

ARKO CORP: FORMER SPAC

Etalon Capital discusses Arko Corp (former SPAC)

ESAB CORPORATION: CLASSIC SPIN-OFF SITUATION

Etalon Capital discusses ESAB Corporation spin-off from Enovis (formerly Colfax)

AVIENT CORPORATION: SALE OF DISTRIBUTION BUSINESS TO H.I.G. CAPITAL FOR $950 MILLION

Etalon Capital discusses sale of Distribution business by Avient Corporation

TREEHOUSE FOODS: MIGHT HAVE ITS DAY IN THE SUN, BUT IS THE UPSIDE ATTRACTIVE ENOUGH?

Etalon Capital discusses activist investor involvement and strategic alternatives review at Treehouse Foods Inc

HALEON LISTING: AFTER REJECTED UNILEVER BID, THIS EVENT-DRIVEN STORY IS NOT OVER YET

Etalon Capital discusses GSK Consumer Healthcare business spin-off and listing Haleon

SUNCOR ENERGY: ACTIVIST INVESTOR AND EVENT-DRIVEN EQUITY STORY

Etalon Capital discusses recent activist investors involvement in shares of Suncor Energy

WHILE YOU TALK ABOUT INFLATION AND FED, ACTIVIST INVESTORS MAKE MONEY ON PINTEREST

Etalon Capital discusses recent activist investors involvement in shares of Pinterest

BATH & BODY WORKS: THIS STORY IS NOT OVER YET

Etalon Capital discusses last year spin-off and separation of L Brands into two companies

VISTA OUTDOOR SPIN-OFF: FIDDLER ON THE ROOF KEEPS PLAYING

Etalon Capital discusses upcoming spin-off and separation of Vista Outdoor into two companies

DSM AND FIRMENICH MERGER: STORY STRUCTURE IN EUROPEAN EVENT-DRIVEN EQUITIES

Etalon Capital discusses story structure in European event-driven M&A situation: DSM and Firmenich

OPALESQUE OTHER VOICES: Platform SPACs: It was the best of SPACs, it was the worst of SPACs

Etalon Capital discusses SPACs market and platform SPACs

JDE PEET’S IPO: SHARE BUYBACK IN THIS EUROPEAN EVENT-DRIVEN VALUE EQUITY

Alex Gavrish discusses JDE Peet’s 2020 IPO and recent share buyback

DUFRY AND AUTOGRILL MERGER: STORY STRUCTURE IN EUROPEAN EVENT-DRIVEN EQUITIES

Alex Gavrish discusses story structure in European event-driven M&A situation: Dufry and Autogrill

AVIENT CORP: EVENT-DRIVEN VALUE STRATEGY BENEFITS

Alex Gavrish discusses current situation in shares of Avient Corporation and event-driven value strategy benefits

BLOOMBERG: SPAC Investors Are Eyeing New Targets: Good Companies That Grow

Etalon Capital was interviewd by Bloomberg and discussed SPACs market and platform SPACs

SYLVAMO SPIN-OFF: SEARCHING FOR VALUE IN SMALL-CAP EVENT-DRIVEN EQUITIES

Alex Gavrish discusses current situation in shares of Sylvamo spin-off from International Paper

PLATFORM SPACS: IT WAS THE BEST OF SPACS, IT WAS THE WORST OF SPACS

Alex Gavrish discusses important aspects of SPACs investing

BOWLERO CORP: CONTINUE CLEANING UP SPAC DEBRIS

Alex Gavrish discusses current situation in shares of Bowlero Corp, former SPAC

ENHABIT SPIN-OFF: SEARCHING FOR VALUE IN SMALL-CAP EVENT-DRIVEN EQUITIES

Alex Gavrish discusses current situation in shares of Enhabit spin-off from Encompass Health Corporation

API GROUP CORPORATION: CONTINUE CLEANING UP SPAC DEBRIS

Alex Gavrish discusses current situation in shares of APi Group, former SPAC

ALBERTSON’S: COVID OR INFLATION, STILL AN ATTRACTIVE STORY

Alex Gavrish discusses current situation in shares of Albertsons Companies Inc

LEVI STRAUSS & CO: BUY AMERICAN JEANS. I AM.

Alex Gavrish discusses current situation in shares of Levi Strauss & Co

RALPH LAUREN: FROM REALITY, NOT FROM MODELS

Alex Gavrish discusses current situation in shares of Ralph Lauren Corporation

LANXESS: EVENT-DRIVEN VALUE STRATEGY BENEFITS

Alex Gavrish discusses current situation in shares of Lanxess and event-driven value strategy benefits

MAISONS DU MONDE: INVESTORS HORROR MOVIE. APOLLO GLOBAL MANAGEMENT MIGHT BE PREPARING A BUYOUT

Alex Gavrish discusses current situation in shares of Maisons du Monde and possible buyout

VALVOLINE: EVENT-DRIVEN STRATEGY BENEFITS

Alex Gavrish discusses current situation in shares of Valvoline and event-driven value strategy benefits

UNIVAR SOLUTIONS: HIDDEN SIGNALS IN ANALYST ACTIONS

Alex Gavrish discusses current situation in shares of Univar Solutions and analyst actions

MASONITE INTERNATIONAL: FROM REALITY, NOT FROM MODELS

Alex Gavrish discusses current situation in shares of Masonite International

THREE THINGS YOU CAN WATCH FOREVER: FIRE BURNING, WATER FALLING, AND RETAIL STOCKS REPORTING EARNINGS

Alex Gavrish discusses current situation in shares of American Eagle Outfitters

ERMENEGILDO ZEGNA: CONTINUE CLEANING UP SPAC DEBRIS

Alex Gavrish discusses current situation in shares of SPAC that merged with Ermenegildo Zegna

ZIMVIE ZIMMER BIOMET SPIN-OFF: SEARCHING FOR VALUE IN SMALL-CAP EVENT-DRIVEN EQUITIES

Alex Gavrish discusses current situation in shares of ZimVie spin-off from Zimmer Biomet Holdings

EUROAPI SANOFI SPIN-OFF: SEARCHING FOR VALUE IN SMALL-CAP EVENT-DRIVEN EQUITIES

Alex Gavrish discusses current situation in shares of EuroAPI spin-off from Sanofi

KONTOOR BRANDS: BUY AMERICAN JEANS. I AM.

Alex Gavrish discusses current situation in shares of Kontoor Brands

BAUSCH + LOMB IPO: PREPARE FOR A BUYOUT

Alex Gavrish discusses Bausch + Lomb IPO and possible spin-off

CATHY WOOD BOUGHT ROBINHOOD AND COINBASE BUT YOU SHOULD BUY BERRY GLOBAL GROUP

Alex Gavrish discusses current situation in shares of Berry Global Group

VONTIER CORPORATION SPIN-OFF: THIS STORY IS CHANGING

Alex Gavrish discusses current situation in shares of Vontier Corporation spin-off

IT IS TIME TO START CLEANING UP SPAC DEBRIS

Alex Gavrish discusses current situation in shares of SPAC that merged with Ardagh Metal Packaging

SHUFERSAL (SAE IT): EVENT-DRIVEN VALUE INVESTING AT ITS BEST – THIS STORY IS WARMING UP

Alex Gavrish discusses current situation in shares of Shufersal (SAE IT)

COLUMBIA SPORTSWEAR: ANALYSTS DOWNGRADE. IF YOU BELIEVE THAT, I HAVE A BRIDGE IN BROOKLYN TO SELL TO YOU

Alex Gavrish discusses current situation in shares of Columbia Sportswear

GLATFELTER CORPORATION: CARLSON CAPITAL HOLDING AND THE EXPIRED STORY

Alex Gavrish discusses current situation in shares of Glatfelter Corporation

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

Albertsons IPO: Classic Story, Classic Investment Case

Alex Gavrish discusses Albertsons IPO

JDE Peet’s IPO: Classic Story, Classic Investment Case

Alex Gavrish discusses JDE Peet’s IPO

WHY VALUE INVESTING IS DEAD

Alex Gavrish discusses if value investing is still relevant

A TALE OF TWO SPACS AND ONE IPO

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

NARRATIVE AND CORONAVIRUS IN ACTION: HOW ONE STORY DESTROYED MARKETS AND ECONOMY

Alex Gavrish discusses the power of narratives in economy and markets

ASICS CORPORATION: ATTENTION – ACTIVIST INVESTORS BECOMING MORE ACTIVE IN JAPAN

Alex Gavrish discusses ASICS Corporation and activist investing

アシックス株式会社: 注目 – よりアクティブになりつつある日本の活動投資家

Alex Gavrish discusses ASICS Corporation and activist investing

AMS OSRAM MERGER: TRANSFORMATION STORY AND IMPORTANT TURNING POINT

Alex Gavrish discusses AMS Osram merger

HP SHAREHOLDERS SHOULD REMAIN INVESTORS OR DONATE HALF TO CARL ICAHN

Alex Gavrish discusses proposed Xerox/HP transaction

TEAMVIEWER IPO STORY: IF NEWSFEED IS SILENT, GET READY FOR A BUYOUT

Alex Gavrish discusses TeamViewer IPO

FIRSTGROUP PLC: MONITORING PERIOD ENDS

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

DOW INC SPIN-OFF: CLASSIC VALUE INVESTMENT STORY

Alex Gavrish discusses Dow Inc spin-off from DowDuPont

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