AMS Osram Merger: Transformation Story and Important Turning Point

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AMS Osram Merger: Transformation Story and Important Turning Point
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OSRAM AMS merger by Alex Gavrish, Etalon Capital Ltd; author of “Story Investing”

In my book Risk Investing I argue that one of the ways for investors to address the risk problem and “the observer and the observed paradox” is to look at investment situations where there exists a certain “risk-structure” at the level of the equity and company itself. If investors can make themselves and stocks they invest in less dependent on general market, for example, the risk profile could be improved. Current situation in shares of HP presents such an idiosyncratic opportunity: buyout offer in place (which might be increased), share buybacks, ongoing restructuring and cost-savings process.

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