Excellent deep-dive on Galloway's playbook—the pattern recognition across Regis, WW, and now CVR is super valuable. What's interesting is how he's essentially running the same deleveraging/asset-lite thesis across completly different industries but it keeps working. I've followed a few of these situations and the consistency of his approach is rare in the activist space where most ppl pivot strategies constantly. The CVR setup with the NOL preservation angle is particulary compelling given the domestic manufacturing tailwinds.
Excellent deep-dive on Galloway's playbook—the pattern recognition across Regis, WW, and now CVR is super valuable. What's interesting is how he's essentially running the same deleveraging/asset-lite thesis across completly different industries but it keeps working. I've followed a few of these situations and the consistency of his approach is rare in the activist space where most ppl pivot strategies constantly. The CVR setup with the NOL preservation angle is particulary compelling given the domestic manufacturing tailwinds.
yes his consistency, and pure volume in activist approaches, is both interesting and impressive!