E T A L O N
INVESTMENT  RESEARCH

ABOUT US    EVENT DRIVEN    DERIVATIVES    HIGH-IMPACT EQUITIES    THE BOOK    CONTACT US     



ETALON Investment Research is an independent advisory and consulting firm.

Our research package provides sophisticated individual investors and institutions timely and actionable investment ideas. The research emphasizes quality over quantity and allows to put to work a meaningful percentage of equities portfolio.

A broad event driven and value investment focus provides a wide range of investment opportunities that are diversified by sources of risk and risk/return profiles

   tumblr


EVENT DRIVEN AND VALUE INVESTMENT DIGEST

Event Driven And Value Investment Digest


IN THE MEDIA

Boulevard Acquisition Corp: Acquisition Of AgroFresh From Dow Chemicals - Etalon Investment Research, May 3 2015
Armstrong World Industries: Moderate Upside With Activist Onboard - Etalon Investment Research, April 24 2015
Veritiv Corp: Classic Spin-Off With Famous Value Investor Onboard - Etalon Investment Research, April 13 2015
Dow Chemical Co: One Billion Dollar Investment By Daniel Loeb - Etalon Investment Research, April 8 2015
Strauss Group And Texas Pacific Group: Closer To Strauss Coffee IPO - Etalon Investment Research, March 23 2015
General Cable Corporation: Possible Acquisition Target - Etalon Investment Research, March 23 2015
OM Group Inc: Attractive Valuation With Activist Onboard - Etalon Investment Research, March 19 2015
Kennametal: Weak Stock Provides Classic Value Investment Opportunity - Etalon Investment Research, March 18 2015
Travelport: Recent IPO and Debt Restructuring Could Unlock Value - Etalon Investment Research, March 15 2015
Pinnacle Entertainment: Gaming and Leisure Offer Helps Unlock Value - Etalon Investment Research, March 10 2015
Visteon Corp: Restructuring Process Might Provide An Opportunity - Etalon Investment Research, March 09 2015
50 Shades of Merger And Acquisition Rumors - Etalon Investment Research, February 20 2015
Halyard Health: David Einhorn Acquires A Stake In Recent Spin-Off - Etalon Investment Research, February 15 2015
Chico's FAS: Still Misunderstood By Mr. Market, Still An Opportunity - Etalon Investment Research, February 12 2015
Vista Outdoor Inc: Attractive Spin-Off Investment Opportunity - Etalon Investment Research, February 10 2015
Ball Corp In Talks To Acquire Rexam Plc: Should You Gamble On This? - Etalon Investment Research, February 10 2015
World Duty Free SpA: Value Spin-Off Idea With Cheap Optionality - Etalon Investment Research, February 08 2015
Darling Ingredients: Eminence Capital Acquires A Stake - Etalon Investment Research, January 28 2015
Why You Should Not Follow Paul Singer On Informatica Investment - Etalon Investment Research, January 28 2015
Xenia Hotels & Resorts: This Spin-Off Warrants Further Monitoring - Etalon Investment Research, January 27 2015 Superior Industries International: Profit From Declining Oil Price - Etalon Investment Research, January 23 2015
Teradata Corporation: This Stock Can Double In Five Years - ValueWalk.com, January 15 2015
Activision Blizzard: Generate Income In Uncertain Market - ValueWalk.com, January 8 2015
How eBay Inc Gets To $100 By The End Of 2017 - TheStreet.com, January 6 2015
How To Profit From Special Dividends - TheStreet.com, December 31 2014
Larry Robbins Increases Exposure To Retail Stocks - ValueWalk.com, December 24 2014
Piaggio & C. SpA: Profit From Declining Oil Price - ValueWalk.com, December 18 2014
Oil Industry Sell-Off: Where Are You, Warren? - ValueWalk.com, December 9 2014
Cott Corporation: DS Services Transaction Changes Outlook - TheStreet.com, November 24 2014
National-Oilwell Varco: Generate Income In Uncertain Market - TheStreet.com, November 18 2014
Hedge Fund Tales - Or What Is Wrong With Merger Arbitrage - TheStreet.com, November 13 2014
Chemtura: Share Buyback Tender Offer Provides A Convenient Entry Point - TheStreet.com, November 11 2014
EMC Corporation: Activist Investors Increase Pressure - TheStreet.com, November 07 2014
Share Buybacks: Just The Way They Should Be - TheStreet.com, October 31 2014
Sotheby's: An Opportunity To Profit From Income Inequality - TheStreet.com, October 24 2014
Adidas: Weak Stock Performance Provides Classic Value Investment Opportunity - ValueWalk.com, September 29 2014
AGCO Corporation: Attractive Valuation With Activist Onboard - ValueWalk.com, September 15 2014
Five Retail Stock Ideas For Value Investors - ValueWalk.com, August 27 2014
Euronext NV: Recent Spin-Off Warrants Further Monitoring - ValueWalk.com, August 25 2014
Conversant: Blue Harbour Group Accumulates Stake - ValueWalk.com, August 07 2014
Paragon Offshore: Classic Spin-Off With High Dividend Yield - ValueWalk.com, August 06 2014
Baxter: Prepare For Upcoming Spin-Off - ValueWalk.com, August 05 2014
Other Voices: In search for Alpha: Event driven strategy benefits - Opalesque.com, August 01 2014
The Big Picture: Party like it's 2007? Maybe not - Opalesque.com, July 17 2014
Riverbed Technology: Activist Hedge Fund Provides Support For Price - ValueWalk.com, July 16 2014
Other Voices: Beware: Hedge funds make calculated bets on your pets - Opalesque.com, July 04 2014
Sarissa Capital: Good Start With Idenix Pharmaceuticals Buyout - ValueWalk.com, July 01 2014
Express, Inc And Sycamore Partners: Valuation - ValueWalk.com, June 24 2014
Shire plc: Reported To Hire Takeover Adviser - ValueWalk.com, June 19 2014
Kimberly Clark Corp (KMB): Insights From Upcoming Spin-Off - ValueWalk.com, June 17 2014
Tibco Software: Praesidium Investment Engages Board - ValueWalk.com, June 13 2014
The Interpublic Group: Should You Gamble On Takeover Rumors? - ValueWalk.com, June 09 2014
Chemtura: Restructuring Might Provide An Opportunity - ValueWalk.com, May 26 2014
Monsanto: Long Term Value Idea From Larry Robbins - ValueWalk.com, May 20 2014
Four Value Investment Ideas From Activist Investors - ValueWalk.com, May 12 2014
Forget Sotheby's: Here Is A Better Idea From Daniel Loeb - ValueWalk.com, May 08 2014
Symantec Corp: A Possible Acquisition Target? - ValueWalk.com, May 02 2014
Kulicke and Soffa Industries: Large Cash Pile and Activist Involvement - ValueWalk.com, Apr 29 2014
Pinnacle Entertainment: Potential REIT Spin-Off Could Unlock Value - ValueWalk.com, Apr 24 2014
Yahoo! Inc. (YHOO): Still Not Too Late To Profit From Alibaba's IPO - ValueWalk.com, Apr 21 2014
Chico's FAS: Leonard Green & Partners Acquired A Small Stake - ValueWalk.com, Apr 14 2014
Tibco Software: Generate Income In An Uncertain Market - ValueWalk.com, Apr 09 2014
Enzymotec: John Paulson Bought 20 Percent - Should You Follow Suit? - ValueWalk.com, Mar 28 2014
Noble Corp: Window Of Opportunity For Long-Term Investors - ValueWalk.com, Mar 24 2014
L'Oreal: Accretive Buyback But Stock Slumps 7 Percent - A Mystery - ValueWalk.com, Mar 20 2014
Other Voices: Event driven strategy outlook: Broader focus required - Opalesque.com, Mar 13 2014
Coty Inc: Recent IPO Mishap Musings And Current Valuation Thoughts - ValueWalk.com, Mar 10 2014
Cisco Systems, Inc: A Cash-Rich Apple Inc In Disguise? - ValueWalk.com, Mar 05 2014
Other Voices: Not be so easy to replicate activist hedge funds - Opalesque.com, Feb 28 2014
Activist Investors: What Can You Gain And Lose By Following Them? - ValueWalk.com, Feb 25 2014
Conversant: Rebranded Yet Overlooked Advertising Business - ValueWalk.com, Feb 18 2014
Cott Corporation: Value Idea With Cheap Optionality - ValueWalk.com, Feb 11 2014
Activision Blizzard, Inc. (ATVI): First Quarter After Share Buyback - ValueWalk.com, Feb 07 2014
Murphy USA: Spin-Off Gives Investors A Second Chance - ValueWalk.com, Feb 06 2014
Rising Volatility: Cisco Systems (CSCO), S&P 500 Options Example - ValueWalk.com, Feb 04 2014
QEP Resources: Activist Campaign Progress - ValueWalk.com, Jan 31 2014
Bob Evans Farms: Activism Might Not Work Here - ValueWalk.com, Jan 20 2014
Juniper Networks: Time To Outsmart Activist Hedge Funds - ValueWalk.com, Jan 14 2014
Healthcare Stocks: Too Late To Jump Aboard Obamacare Train? - ValueWalk.com, Jan 13 2014
EMC: Buybacks Provide Attractive Target For Intrepid Investors - ValueWalk.com, Jan 08 2014
Garmin: Apple Inc. And Google Inc Are Coming After You - ValueWalk.com, Jan 06 2014
Quest Diagnostics: Not An Armageddon Scenario - ValueWalk.com, Jan 06 2014
Jos. A Bank And Men's Wearhouse Leave Investors Puzzled - ValueWalk.com, Jan 02 2014
Safeway: Shareholder Activism Or A Timely Trade? - ValueWalk.com, Dec 31 2013
What Do FedEx, Amazon And George Soros Have In Common? - ValueWalk.com, Dec 30 2013
Mario Gabelli's Stake In Superior Industries A Positive Sign - ValueWalk.com, Dec 27 2013
Darling International: An M&A Type That Will Work? - ValueWalk.com, Dec 26 2013
After Texas Pacific Group Sues Its Partner In Strauss Coffee: A Look At Valuation - ValueWalk.com, Dec 24 2013
Chico's FAS: M&A Transactions, Activist Investing Are Good Signs - ValueWalk.com, Dec 23 2013
Apple And The Activists - Hedge Fund Insight, Dec 12 2013