Etalon Investment Research, established in 2012 by Alex Gavrish, focuses on event driven and value situations. Seeks to exploit pricing inefficiencies that occur before or after an event. Looks at a wide range of events including activist investors, M&A deals, spin-offs, SPACs, share buybacks, restructurings and special situations. Alex authored the book: Wall Street: Back to Basics, which offers a range of thinking approaches that investors can implement to improve returns. Some of the recent ideas include: Syngenta (Monsanto deal cancellation), Activision/Vivendi buyback, Baxalta spin-off from Baxter, AgroFresh Solutions SPAC (blank-check company), Citrix Systems (activist investor).
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Armstrong World Industries Inc - Armstrong Flooring Spin-Off
On April 1st, 2016, ​Armstrong World Industries Inc plans to complete the separation of its Resilient Flooring and Wood Flooring segments and distribute the shares of newly created company Armstrong Flooring Inc (AFI) to its shareholders. Report presents investment thesis and valuation summary of the spin-off and parent companies