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Alternative Market Briefing

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

Thursday, July 27, 2017

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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......................

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