JDE Peet’s IPO: Classic Story, Classic Investment Case
Alex Gavrish discusses JDE Peet’s IPO Previous IPO we discussed was TeamViewer AG which started trading on September 25th, 2019. … Read more
Alex Gavrish discusses JDE Peet’s IPO Previous IPO we discussed was TeamViewer AG which started trading on September 25th, 2019. … Read more
Why Value Investing is Dead By Alex Gavrish, Etalon Capital Ltd; author of “Story Investing” In light of current market crisis, many … Read more
Article By Alex Gavrish, Etalon Capital Ltd; author of “Story Investing” Current market crisis presents investors with an opportunity to learn an … Read more
OSRAM AMS merger by Alex Gavrish, Etalon Capital Ltd; author of “Story Investing” In my book Risk Investing I argue that one of the … Read more
Ongoing saga in shares of Xerox and HP makes many investors think about potential outcomes of this situation. HP’s market … Read more
Alex Gavrish discusses TeamViewer IPO Shares of TeamViewer AG started trading on September 25th, 2019. Teamviewer priced its IPO at … Read more
I recently went an exciting exhibition of “Pierre Bonnard: The Color of Memory” at Tate Modern. At a late stage of … Read more
Alex Gavrish discusses Dow Inc spin-off from DowDuPont Shares of Dow Inc, a spin-off from DowDuPont, started trading on March … Read more
In a cult movie “Big Lebowski” the Dude, while enjoying a game of bowling with his friends, quotes Russian revolutionary … Read more
I recently read a short but very insightful book “On Dialogue” by David Bohm. David Bohm was an American scientist … Read more
Alex Gavrish Etalon Capital Ltd; author of “Story Investing” explains why investors should roll-up their sleeves, identify the opportunity set and … Read more
We decided to focus on new, largest, and increased positions of the fund in the second quarter. Some of the … Read more