Jana Partners Uses Options To Manage Exposure To PetSmart

By Alex Gavrish, Etalon Investment Research; author of “Wall Street Back To Basics”   With activist investors more active than ever, more and more attention is being paid by investors to the investments they make. Publicity often reduces hedge funds maneuverability and ability to trade positions quickly. Fund managers have to work with this restriction […] Read more »

Apple And The Activists

By Alex Gavrish, Etalon Investment Research and author of “Wall Street Back To Basics” It is clear that even without recent activist involvement by Carl Icahn in Apple, the stock provided an attractive investment opportunity. As of April 23th 2013, the day Apple announced second quarter results (FY 2013), the stock was trading at $406 […] Read more »