Mon, Dec 11, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Other Voices: Activist's investment in Nestle: Upcoming depreciation of major world currencies

Thursday, July 27, 2017

amb
Alex Gavrish
By Alex Gavrish, Etalon Investment Research; author of Story Investing.

Alex Gavrish discusses the possible story behind an activist investor's large investment into Nestle.

During my last trip to London I went to Courtald Gallery located in Somerset House. At the gallery there is currently a temporary exhibition with a collection of works by artists from the Bloomsbury Group. One picture struck me immediately as I entered the room - " A Conversation") by Vanessa Bell. It is so alive that you are immediately overwhelmed by a sense that some emotional or dramatic conversation is taking place. Even without knowing the name of the painting, it is very easy to guess it. The picture just tells you the story "behind it". The author Virginia Woolf wrote in a letter to her sister, Vanessa Bell: "I think you are a most remarkable painter…a short story writer of great wit…I wonder if I could write the Three Women in prose".

Many investments by activists, when disclosed, are so easy to understand that there is no need for in-depth analytic reports. The ideas are so expressive, and just like Vanessa Bell's picture - they themselves tell you a whole story.

So what story does activist investor Dani......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. News Briefs - Italy's Carige to sell consumer credit arm to Chenavari, Less than a year after hedge fund coup, East Bay drug maker cuts jobs, looks to move HQ[more]

    Italy's Carige to sell consumer credit arm to Chenavari Italy's Banca Carige aims to sell its consumer credit unit to London-based hedge fund Chenavari by Dec. 6 when a vital 560 million euro ($664 million) cash call ends. Genoa-based Carige must comply by the end of the year with Europe

  2. Launches - Ex-BlueCrest team to open over $200m hedge fund, Greg Coffey, a hedge fund star who retired at 41, is eyeing a comeback, Brevan Howard plans Greek funds as bond rally signals revival[more]

    Ex-BlueCrest team to open over $200m hedge fund From Bloomberg.com: A team of traders who left BlueCrest Capital Management earlier this year raised more than $200 million for their own hedge fund focused on Asian stocks, according to a person familiar with the matter. Ovata Capital Manag

  3. North America - Miami could attract hedge funds if SALT deductions axed[more]

    From Law360.com: For years, inertia has been Nitin Motwani's greatest foe in his attempts to lure hedge fund owners in the northeast to Miami, which he has pitched as a tropical low-tax paradise. But with the Republican tax bill proposing to eliminate deductions for state and local taxes, he's sensi

  4. Northleaf Capital Partners closes debut private credit fund on $670M[more]

    Bailey McCann, Opalesque New York: Northleaf Capital Partners has closed its debut private credit fund - Northleaf Private Credit I - on $670 million. The vehicle will invest in private credit transactions in Europe and North America, with a primary focus on lending to private equity-backed compa

  5. Opalesque Exclusive: Credit Suisse Asset Management's NEXT Investors leads $6M Series A round for LUX Technology and Services[more]

    Bailey McCann, Opalesque New York: Credit Suisse Asset Management's NEXT Investors has led a $6 million Series A funding round for LUX Technology and Services, a business and technology solutions provider for the alternative assets industry. The investment will be used to fuel growth of Trans