#  @KEDM_COM KEDM.com KEDM.com posts on X about uranium, market, watch, business the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1343646616566292482/interactions)  - [--] Week [------] -46% - [--] Month [-------] -5.40% - [--] Months [-------] +1,070% - [--] Year [-------] +71% ### Mentions: [--] [#](/creator/twitter::1343646616566292482/posts_active)  - [--] Week [--] -9.40% - [--] Month [---] +21% - [--] Months [---] +413% - [--] Year [---] +373% ### Followers: [---------] [#](/creator/twitter::1343646616566292482/followers)  - [--] Week [------] -0.01% - [--] Month [------] +0.16% - [--] Months [------] +4.40% - [--] Year [------] +5% ### CreatorRank: [---------] [#](/creator/twitter::1343646616566292482/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) **Social topic influence** [uranium](/topic/uranium), [market](/topic/market), [watch](/topic/watch), [business](/topic/business), [stocks](/topic/stocks), [ceo](/topic/ceo), [happy](/topic/happy), [if you](/topic/if-you), [lbs](/topic/lbs), [strong](/topic/strong) **Top accounts mentioned or mentioned by** [@hkuppy](/creator/undefined) [@joshyoung](/creator/undefined) [@bobrobotti](/creator/undefined) [@urbankaoboy](/creator/undefined) [@segracapital](/creator/undefined) [@seawolfcap](/creator/undefined) [@marcusframpton](/creator/undefined) [@jekyllcapital](/creator/undefined) [@realdougcasey](/creator/undefined) [@erikywr](/creator/undefined) [@roojoo3](/creator/undefined) [@footnotesfirst](/creator/undefined) [@jackfarley96](/creator/undefined) [@paulomacro](/creator/undefined) [@realvisions](/creator/undefined) [@tgmacro](/creator/undefined) [@profplum99](/creator/undefined) [@forwardguidance](/creator/undefined) [@charlesbonnerjr](/creator/undefined) [@gavevincent](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Tidewater, Inc. (TDW)](/topic/$tdw) [Cameco Corporation (CCJ)](/topic/$ccj) [Remitly Global, Inc. (RELY)](/topic/$rely) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Oxygen (OXY)](/topic/$oxy) [East West Bancorp, Inc. (EWBC)](/topic/$ewbc) [Selfkey (KEY)](/topic/$key) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [GameStop, Corp. (GME)](/topic/$gme) [Twitter Inc (TWTR)](/topic/$twtr) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last [--] hours "$BBBY is up 50%+ premarket on news of fast tracking their remaining $400m left on their buyback and a deal with $KR Want to keep on top of interesting buybacks It's been on our Completed Buyback Monitor all year and made it into our weekly "Kliff" Notes last month👇👇 @hkuppy" [X Link](https://x.com/KEDM_COM/status/1455881238393335810) 2021-11-03T12:55Z 10.6K followers, [--] engagements "$ARKK still beating $BRKB in total return by 40% since the ETF launched on October 30th [----] . Will the gap close in 2022" [X Link](https://x.com/KEDM_COM/status/1524053328136658945) 2022-05-10T15:46Z 10.6K followers, [--] engagements "How far will investors go to justify why they "like the stock" What if someone tried to tell you it was because of a $2M due diligence report. For an online company Sign up for a 1-month free trial for more @muddywatersre and @hkuppy: https://link.kedm.com/CarsonBlockHH https://link.kedm.com/CarsonBlockHH" [X Link](https://x.com/KEDM_COM/status/1540076367374700546) 2022-06-23T20:56Z 10.6K followers, [--] engagements "What do you think will be the most valuable company in the world in the next [--] years" [X Link](https://x.com/KEDM_COM/status/1641088757976690688) 2023-03-29T14:43Z 10.6K followers, 23.8K engagements "🚨🔍 $FHN/TD Deal Drama: A Rollercoaster Worth Watching 🎢🍿 (1/6) Check out this story. 👇" [X Link](https://x.com/KEDM_COM/status/1648050602079932420) 2023-04-17T19:47Z 10.6K followers, [----] engagements "If you had to add [--] position to your portfolio today what would it be" [X Link](https://x.com/KEDM_COM/status/1651264866944950275) 2023-04-26T16:39Z 10.6K followers, 17.1K engagements "When M&A's go wrong volatility can take hold. This is why we have a Busted M&A Monitor Let's take a look at $TD's break up with $FHN 👀 The chart says it all" [X Link](https://x.com/KEDM_COM/status/1657089163525513221) 2023-05-12T18:23Z 10.6K followers, [----] engagements "Guess who's back in the Buffett BuyZone $OXY 👀 WEB made it clear he's not going to bid for all of OXY but may acquire more shares. Warren continues to lean into our favorite theme" [X Link](https://x.com/KEDM_COM/status/1658513215444205569) 2023-05-16T16:42Z 10.6K followers, [----] engagements "Newmont ( $NEM) to become the LARGEST #Gold miner on the planet after securing a deal to buy Newcrest Mining ( $NCM AU) for a whopping $19.2 billion" [X Link](https://x.com/KEDM_COM/status/1658545744666583075) 2023-05-16T18:51Z 10.2K followers, [--] engagements "Other things to note: - This is the largest deal to date in the mining space - $NEM will now have mines across the #Americas #Africa #Australia & #PapuaNewGuinea. - The deal will also increase its #copper reserves a metal in high demand as we move away from fossil fuels" [X Link](https://x.com/KEDM_COM/status/1658545748613423106) 2023-05-16T18:51Z [----] followers, [--] engagements "Let's do a quick sentiment check 📊 Where do you see the price of #oil in the next [--] months" [X Link](https://x.com/KEDM_COM/status/1661825215918141449) 2023-05-25T20:03Z [----] followers, [--] engagements "Let's take a quick look at [--] examples of stocks we've flagged using our Investor Day Monitor so you can see the true value of such a tool. $VTRS: Previous investor day 1/7/22 Latest investor day: 2/28/23 What happened to the stock Investors were not happy. 🔻 20% in a month" [X Link](https://x.com/KEDM_COM/status/1663959003863326720) 2023-05-31T17:21Z 10.2K followers, [--] engagements "$MNST: Previous investor day 1/13/22 Lastest investor day: 1/17/23 Stock jumped 20% after a period of consolidation following the latest investor day. This is why this monitor matters" [X Link](https://x.com/KEDM_COM/status/1663959006082215936) 2023-05-31T17:21Z [----] followers, [--] engagements "2 $ATVI / $MSFT deal: EU approved UK CMA blocked and the US regulator is undecided. MSFT appeals UK antitrust ruling. This one will be interesting" [X Link](https://x.com/KEDM_COM/status/1664002060814016512) 2023-05-31T20:13Z 10.2K followers, [--] engagements "3 $IRBT / $AMZN deal: 80% spread US FTC demands second request UK CMA investigates and the EU is expected to join. Tech merger chaos 🤖🛒" [X Link](https://x.com/KEDM_COM/status/1664002062655291392) 2023-05-31T20:13Z 10.2K followers, [--] engagements "Chart and Kliff Note of the week Here we go. Monday Monitor fresh off the press 1/4 🧪 Brenntag SE's in the hot seat as owners PrimeStone Capital propose a divisive shake-up" [X Link](https://x.com/KEDM_COM/status/1665826550149787648) 2023-06-05T21:02Z 10.7K followers, [----] engagements "You guys hear about this one yet #Palantir $PLTR targeted by short seller @StockJabber. The claim "The Bear Cave believes Palantir is an AI imposter engaging in spurious games to inflate its books and obfuscate its less sexy role as an overhyped data consultant."" [X Link](https://x.com/KEDM_COM/status/1666118548698144768) 2023-06-06T16:23Z [----] followers, [--] engagements "And it continues. WEB just gobbled up another [---] million shares of $OXY in the high $50s 👀" [X Link](https://x.com/KEDM_COM/status/1666149126885580806) 2023-06-06T18:24Z 10.6K followers, [----] engagements "Buyback blackout window to start next week. Who's buying this week $PLAY picking up an additional $100 million after taking in $200m (12% of SO) YTD. + huge beat on earnings last week. And the stock ripped 20% higher today on CEO claim price could double from here 👀 Source 👉 https://link.kedm.com/3Jd1tzw https://link.kedm.com/3Jd1tzw" [X Link](https://x.com/KEDM_COM/status/1668687817319260174) 2023-06-13T18:32Z 10.6K followers, [----] engagements "$EWBC: $892k shares purchased the week of 05/01. Hit 27%+ from the bottom" [X Link](https://x.com/KEDM_COM/status/1669086524418187269) 2023-06-14T20:56Z [----] followers, [--] engagements "$KEY: $733k shares purchased the week of 05/01. Went up 17%+ off the lows" [X Link](https://x.com/KEDM_COM/status/1669086527744270336) 2023-06-14T20:56Z 10.2K followers, [--] engagements "4/8 Muddy Waters also raises concerns about research manipulation around atrasentan. According to them AbbVie and Chinook may have systematically obscured trial results raising questions about the integrity of the data and conclusions drawn" [X Link](https://x.com/KEDM_COM/status/1671959097866952704) 2023-06-22T19:21Z [----] followers, [---] engagements "1/ 📢 Thread: The $BB Battle - A Shareholder's Plea 📝💼💥 Today we dive into the saga of #BlackBerry Limited where a long-standing shareholder named Dorsey R. Gardner is making waves. 🌊 Let's unpack this shareholder showdown" [X Link](https://x.com/KEDM_COM/status/1673349577573793795) 2023-06-26T15:16Z 10.6K followers, [----] engagements "Remember when we told you that our 13D & Activist Monitor was full of underdogs villains good guys and ACTION Listen to this one. Showdown at $NRG With 13% stake Elliott is gunning for the CEO's head in Texas oil titan Keep reading 👇 Our most controversial monitor Meet our 13D and Activist Notes Monitor This is where you'll find stories that often seem like movies. Underdogs villains good guys and ACTION Here's just a few of the companies we highlighted this week - $NNDM $ONTF $BAYN $MAGT 👀 https://t.co/gV7Rk6qJjE Our most controversial monitor Meet our 13D and Activist Notes Monitor This" [X Link](https://x.com/KEDM_COM/status/1674148682374033408) 2023-06-28T20:12Z 10.6K followers, [----] engagements "Second largest position making up 21.35% of his portfolio is $BLDR. A supplier of building products largely focused on new residential construction as well as repairs & remodels. Q first owned: Q2 2009" [X Link](https://x.com/KEDM_COM/status/1674829716589625360) 2023-06-30T17:18Z 10.3K followers, [----] engagements "The third is $WLK a global producer and distributor of petrochemicals polymers and fabricated building materials serving key consumer and industrial sectors. Portfolio %: 4.68% Q first owned: Q4 2015" [X Link](https://x.com/KEDM_COM/status/1674829718451896330) 2023-06-30T17:18Z 10.3K followers, [---] engagements "Lumber companies a good play ".these are finite resources."" [X Link](https://x.com/KEDM_COM/status/1676728418736517127) 2023-07-05T23:03Z 10.7K followers, [----] engagements "Well well well. look who showed up AGAIN in our Cluster Insider Buy Monitor 👀 $OXY reached the "Buffett Buyzone" and the Oracle made another appearance purchasing an additional [--] million shares for less than $60. It's like clockwork" [X Link](https://x.com/KEDM_COM/status/1676988672162377731) 2023-07-06T16:17Z 10.6K followers, [----] engagements "Happy Monday everyone Let's get right into it this morning. Here's a short excerpt from our most recent report that's making a ton of noise. What are your thoughts on the matter We genuinely worry that the next big crisis is the one where the Fed loses control of the bond" [X Link](https://x.com/KEDM_COM/status/1678417028573540352) 2023-07-10T15:15Z [----] followers, 19.4K engagements "News reports from the German service @platowverlag suggest new CEO Bill Anderson may spin off the companys troubled crop science division. Shares rallied 3% yesterday on the news" [X Link](https://x.com/KEDM_COM/status/1678849207547883521) 2023-07-11T19:37Z [----] followers, [---] engagements "From a numbers perspective it seems a logical move. When evaluated separately based on peer multiples Bayers divisions would have an equity value of [--] billion euros as per Breakingviews' calculation in February - almost double the current market capitalization" [X Link](https://x.com/KEDM_COM/status/1678849209955434497) 2023-07-11T19:37Z 10.2K followers, [---] engagements "".What I really want to happen is I want business to get worse and stay bad for longer than I want it to." @BobRobotti on the nature of value investing during our most recent members only happy hour with @hkuppy" [X Link](https://x.com/KEDM_COM/status/1679129459780210689) 2023-07-12T14:03Z 10.6K followers, [----] engagements "Imagine buying something valued at $43 billion in [----] and selling it a few short years later for a mere $18.5 billion 🤯 This is the story of a huge blunder by $FIS who are selling a majority stake in Worldpay for a massive discount. Here's the top [--] things you need to know 👇" [X Link](https://x.com/KEDM_COM/status/1679190230115418138) 2023-07-12T18:05Z 10.2K followers, [--] engagements "2. Undoing the past: This deal comes as a reversal of $FIS's massive $43 billion purchase of Worldpay in [----] after the merchant services division began losing ground to both longstanding rivals and emerging newcomers" [X Link](https://x.com/KEDM_COM/status/1679190238155997184) 2023-07-12T18:05Z [----] followers, [----] engagements "3. The plan: The sale which is expected to be finalized by QI [----] represents the largest leveraged buyout of [----] and will fund FIS's debt reduction and share buyback program" [X Link](https://x.com/KEDM_COM/status/1679190240269877248) 2023-07-12T18:05Z [----] followers, [----] engagements "Year to date $APLD stock rocketed 600%+ at its high. Was last seen trading roughly 30% down from its [--] week high" [X Link](https://x.com/KEDM_COM/status/1679532646534111238) 2023-07-13T17:23Z [----] followers, [---] engagements "Claims against the company: Let's start with @BearCaveEmail - "The Bear Cave believes Applied Digital relies on puffery over substance and is a perfect case study on our markets bizarre underbelly of reverse mergers microcaps and shell companies."" [X Link](https://x.com/KEDM_COM/status/1679532648622968832) 2023-07-13T17:23Z 10.2K followers, [---] engagements "Question of the day. Whats the most obvious trade in the world right now" [X Link](https://x.com/KEDM_COM/status/1682475801915138051) 2023-07-21T19:41Z 10.6K followers, 30.1K engagements "Happy #Monday everyone What's at the top of your radar this week" [X Link](https://x.com/KEDM_COM/status/1683546700273557516) 2023-07-25T16:06Z [----] followers, [----] engagements "Whats the most important lesson youve learned about investing since the beginning of the pandemic Bonus points for investing mistakes" [X Link](https://x.com/KEDM_COM/status/1684265711001010182) 2023-07-26T18:13Z [----] followers, [----] engagements "Question of the day. What do you think will be the most valuable company on the planet in the next [--] years" [X Link](https://x.com/KEDM_COM/status/1686478023090925569) 2023-08-01T20:44Z 10.2K followers, [----] engagements "Rentals housing inflation fertility rates. "We've created conditions that are really unfavorable for young families to get married have children etc." Take [--] minutes to hear what @profplum99 told @maxwiethe in this clip 🤯" [X Link](https://x.com/KEDM_COM/status/1691821079130448345) 2023-08-16T14:35Z 10.6K followers, [----] engagements ""We must be prepared to think the unthinkable. $100 on $TLT sets off the death-rattle in every CUSIP. With all the leverage in the system the price of money is the thermostat for every CUSIP. With rates running the heat is going up to danger levels." - KEDM 08/06 $93.35 👇" [X Link](https://x.com/KEDM_COM/status/1692204795006795927) 2023-08-17T16:00Z 10.2K followers, [----] engagements "Question of the day. What's your highest conviction trade at the moment" [X Link](https://x.com/KEDM_COM/status/1696615877855068462) 2023-08-29T20:08Z 10.6K followers, [----] engagements "3. Announced Buyback Monitor: Stocks that have announced a stock repurchase in the past week. [--]. Completed Buyback Monitor: Stocks down 30%+ from a 3-year high and actively repurchasing stock (largest QoQ % decrease in shares outstanding)" [X Link](https://x.com/KEDM_COM/status/1697259928833188267) 2023-08-31T14:47Z [----] followers, [---] engagements "5. Investor Day Monitor: Stocks with upcoming Company-sponsored Investor or Analyst Days. [--]. Short Squeeze Monitor: Highest short interest as a percentage of float. [--]. IPO Monitor: IPO pipeline for the coming week (ex- SPACs)" [X Link](https://x.com/KEDM_COM/status/1697259930741584160) 2023-08-31T14:47Z [----] followers, [---] engagements "8. Completed IPO Monitor: Recent IPOs that have not unlocked (Ex-SPAC). [--]. Unlock Monitor: Initial Public Offering unlocks (last [--] next [--] days). [--]. Priced Secondaries Monitor: US secondaries that are priced and trading (trailing [--] days)" [X Link](https://x.com/KEDM_COM/status/1697259932528329031) 2023-08-31T14:47Z 10.2K followers, [---] engagements "Here's a reality check: Unless we shut down the global economy entirely there's no stopping the oil demand surge especially from emerging markets" [X Link](https://x.com/KEDM_COM/status/1699500086110158992) 2023-09-06T19:09Z [----] followers, [---] engagements "Add to that a market blind to this truth stagnant investment in new production and a more assertive OPEC+. All of this spells a looming structural bull market for oil" [X Link](https://x.com/KEDM_COM/status/1699500087972380958) 2023-09-06T19:09Z [----] followers, [---] engagements "History reminder: Oil ignited the previous significant inflationary wave. It wouldn't be shocking if it plays a central role in the upcoming one. Keep your eyes peeled #CrudeOilTrends #Inflation" [X Link](https://x.com/KEDM_COM/status/1699500099062132737) 2023-09-06T19:09Z [----] followers, [----] engagements "Scenario: You have an actively managed $5 million portfolio that invests strictly in equities and you have [--] options for the remainder of the year. A. Go all cash B. Remain invested in equities What are you doing" [X Link](https://x.com/KEDM_COM/status/1699854141596590322) 2023-09-07T18:36Z 10.2K followers, 16.8K engagements "If you haven't read it already take a look at this short thread we put out on #uranium demand. TLDR: Expect around [---] million lbs of uranium demand in 2024" [X Link](https://x.com/KEDM_COM/status/1701342600538493364) 2023-09-11T21:11Z [----] followers, [----] engagements "#IPOs are back in vogue with a handful of mega deals hitting the tape. I-banks are clamoring to get their paper to the market. Does this supply mark the top of Ponzi 2023" [X Link](https://x.com/KEDM_COM/status/1704189260323041597) 2023-09-19T17:42Z [----] followers, [----] engagements "Be careful out there; this period reminds us of what we wrote in [----]. "Same logic as always (interest rates/lock-ups/supply overwhelming retail idiots.we believe the massive deluge of supply will eventually overwhelm the FOMO crowd and crush the Ponzi Sector."" [X Link](https://x.com/KEDM_COM/status/1704189261509951614) 2023-09-19T17:42Z 10.2K followers, [--] engagements "Every week in the KEDM Monday Monitor we highlight what some Friends of KEDM have put out recently. This week it was the @ForwardGuidance podcast with @LukeGromen and @JackFarley96 If you haven't already give it a watch:" [X Link](https://x.com/KEDM_COM/status/1709579665428435255) 2023-10-04T14:42Z [----] followers, [----] engagements "We recently dove into the world of "citizenship and residency" investing with global leaders @HenleyPartners. Did you know that #Italy is one of the few countries that will allow you to live there if you invest in Italian stocks" [X Link](https://x.com/KEDM_COM/status/1712897422219698313) 2023-10-13T18:25Z [----] followers, [----] engagements "Every month at KEDM we try to bring on a special guest for our members only Happy Hour. This month we're getting an Allocator's Eye View of the market from Alaska Permanent Fund CIO Marcus Frampton" [X Link](https://x.com/KEDM_COM/status/1712897425675894875) 2023-10-13T18:25Z [----] followers, [---] engagements "@surfsk8sno @HenleyPartners I'm sure there are some hedonists at @MiamKitty are searching for low vol Italian dividend stocks to park a half mil in" [X Link](https://x.com/KEDM_COM/status/1712900492651643061) 2023-10-13T18:37Z [----] followers, [--] engagements "We genuinely worry that the market is having one last speculative orgy now that the Fed is on pause. While forgetting that after the pause the bottom usually falls out. But where are bears safe to hide out" [X Link](https://x.com/KEDM_COM/status/1713951059847131207) 2023-10-16T16:12Z 10.2K followers, [----] engagements "Consumer staples (chart below) have historically been where investors hide during a market rout. In a rude twist of fate these names are also getting sold hard" [X Link](https://x.com/KEDM_COM/status/1713951061050794098) 2023-10-16T16:12Z [----] followers, [---] engagements "Join us tomorrow October 20th at 4:15 EST for an "Allocator's Perspective" as @hkuppy sits down with the CIO of a $75B Wealth Fund @MarcusFrampton 👇👇👇" [X Link](https://x.com/KEDM_COM/status/1715026996453953890) 2023-10-19T15:27Z [----] followers, 30.4K engagements "It's almost time for KEDM's interactive Happy Hour Join @hkuppy as he pick's the brain of @MarcusFrampton a true allocator with $75B under management. They'll chat themes Event Driven due diligence macro and more Today at 4:15 EST at" [X Link](https://x.com/KEDM_COM/status/1715357453133508748) 2023-10-20T13:21Z [----] followers, [----] engagements "Every week in the KEDM Monday Monitor we highlight what some Friends of KEDM have put out recently. This week we highlighted this offshore thread from @TommyDeepwater" [X Link](https://x.com/KEDM_COM/status/1716854366081101998) 2023-10-24T16:29Z [----] followers, 27.5K engagements "It is that time of the week again. A new issue of KEDM is LIVE This week we dive into a new theme with a strong tailwind. Go track your issue down 👇👇👇" [X Link](https://x.com/KEDM_COM/status/1731329916967276785) 2023-12-03T15:09Z [----] followers, [----] engagements "3) Diebold Nixdorf $DBD +34.76% since trading initiated on August 14th 2023" [X Link](https://x.com/KEDM_COM/status/1737206870547300685) 2023-12-19T20:22Z [----] followers, [----] engagements "In each case the shares moved higher after a wave of selling following the relisting. Want to see who else is on the verge of relisitng We have [--] names in the Bankruptcy Monitor pending relisting. Sign up for a free trial: (No credit card required)" [X Link](https://x.com/KEDM_COM/status/1737206872673759421) 2023-12-19T20:22Z [----] followers, [---] engagements "What better way to start [----] than with a little contrarianism We became intrigued when one of our subscribers sent us over the fund flows for a true left for dead country. CHINA" [X Link](https://x.com/KEDM_COM/status/1742266439229129045) 2024-01-02T19:27Z [----] followers, [----] engagements "Since the end of [----] Chinese stocks are down -15% vs +26% for the S&P [---] and well the flows reflect that. Yes we know. 1) Its the graveyard of all successful stock pickers 2) A black box offinancials 3) Weve heard this story before That said it is truly washed out" [X Link](https://x.com/KEDM_COM/status/1742266441187860702) 2024-01-02T19:27Z 10.2K followers, [---] engagements "We noted a few weeks back that buybacks have been the key factor in outperformance over the past few years. Even beating out the momentum factor (see buybacks in white and momo in blue below)" [X Link](https://x.com/KEDM_COM/status/1757114741942563179) 2024-02-12T18:49Z 10.2K followers, [---] engagements "C-suites arent dumb and are leaning in (their comp depends on it.) realizing that active fund managers will no longer find their cheap stock and bid it too intrinsic. Cheap stocks will continue to get cheaper as active gets replaced with passive flows" [X Link](https://x.com/KEDM_COM/status/1757114750226354405) 2024-02-12T18:49Z 10.2K followers, [---] engagements "There is a reason why we focus so much of our energy on buybacks at KEDM. Not only are they catalysts to unlock value on single stocks they are a theme in itself and highly reflexive" [X Link](https://x.com/KEDM_COM/status/1757114752021455056) 2024-02-12T18:49Z 10.2K followers, [---] engagements "Saudi's production slowdown hurt offshore OFS stocks this month but are the Saudis really enough to upend the offshore bull market @charlesbonnerjr and @hkuppy say "no" and discuss the risks they do see. Watch the full interview with a FREE trial:" [X Link](https://x.com/KEDM_COM/status/1758881237895467053) 2024-02-17T15:49Z 10.2K followers, [----] engagements "A new issue of KEDM is live This week we dive into.The Eiffel Tower Go track your copy down and read up 👇👇👇" [X Link](https://x.com/KEDM_COM/status/1759215662990303529) 2024-02-18T13:57Z 10.2K followers, [----] engagements "Not quite. Major physical #uranium vehicles are down over 20% in the same period and have pushed prices so far that some are trading at over 15% discounts to NAV" [X Link](https://x.com/KEDM_COM/status/1765394146443817024) 2024-03-06T15:08Z 10.4K followers, [----] engagements "Even the equities traditionally thought of as giving torque to the spot price are fairing better in this selloff. $URA is only down around 11% over the same period" [X Link](https://x.com/KEDM_COM/status/1765394148696191140) 2024-03-06T15:08Z 10.4K followers, [----] engagements "We're making a lot of improvements to the KEDM Discord server including introducing geographic hubs so our subscribers can meet up IRL The NYC Hub had our first official meetup last night .with a few fintwit celebs @PauloMacro and @JackFarley96" [X Link](https://x.com/KEDM_COM/status/1765826265833938965) 2024-03-07T19:46Z 10.4K followers, 39.5K engagements "So far we've had KEDM meetups in London and NYC with Miami/Puerto Rico the likely next spots. Toronto and DFW are close behind. It's great to meet IRL and put a face to the screen names but everybody agreed. The big value is the conversation happening in Discord itself" [X Link](https://x.com/KEDM_COM/status/1765826270573506603) 2024-03-07T19:46Z 10.3K followers, [---] engagements "While [--] days isnt exactly a trend itsworth noting. Was a pullback inevitable after a huge up move Sure. Were a bunch of Bitcoins bought ahead of the ETF approval only to be dumpedHave these salesfinally stopped the crypto advance" [X Link](https://x.com/KEDM_COM/status/1772290012454727997) 2024-03-25T15:50Z 10.3K followers, [----] engagements "We highlighted this podcast from @Convertbond and @JackFarley96 in the Friends of KEDM section of our Monday Monitor this week. Needless to say we're inline with his views on a second wave of inflation and rotation to hard assets. https://youtu.be/8mv2R42N3LQsi=n4UJQ50K7QO_TnFD&t=178 https://youtu.be/8mv2R42N3LQsi=n4UJQ50K7QO_TnFD&t=178" [X Link](https://x.com/KEDM_COM/status/1775228192199966944) 2024-04-02T18:25Z 10.3K followers, [----] engagements "Is price driving flows or flows driving price Last week we highlighted this table from @FarsideUK showing [--] straight days of #BTC ETF outflows. The next [--] days almost entirely reversed those outflows as BTC poked back above $70000. Date here: https://farside.co.uk/p=997 https://farside.co.uk/p=997" [X Link](https://x.com/KEDM_COM/status/1775534718185779704) 2024-04-03T14:43Z 10.3K followers, [----] engagements "When it comes to gold and gold miners @RealDougCasey has seen it all With #gold recently making ATHs while gold miners have lagged we think speculators are still late to the party" [X Link](https://x.com/KEDM_COM/status/1778086902559563996) 2024-04-10T15:45Z 10.4K followers, [----] engagements "Thats why @hkuppy is hosting @RealDougCasey for a special KEDM members only happy hour looking at #gold gold miners and natural resources on Friday April 12th Sign up for a FREE Trial to get access: (No credit card required) https://link.kedm.com/DougCaseyHH https://link.kedm.com/DougCaseyHH" [X Link](https://x.com/KEDM_COM/status/1778086905227153590) 2024-04-10T15:45Z 10.4K followers, 35.3K engagements "Doug's top [--] books (that he didn't write) are. 1)HenryHazzlits Economics in One Lesson 2)Ayn Rands The Virtue of Selfishness 3) "The Market for Liberty by Linda and Morris Tannehill" [X Link](https://x.com/KEDM_COM/status/1779935456529907862) 2024-04-15T18:10Z 10.4K followers, [---] engagements "Doug has developed his [--] Ps of Resource Speculation over his career. Of all the Ps the mostimportant P is People. He has had tremendous success following good people who are consistent winners like Robert Friedland and the Lundin Family" [X Link](https://x.com/KEDM_COM/status/1779935460091208186) 2024-04-15T18:10Z 10.4K followers, [---] engagements "The Western media'scharacterization of Milleiand of his lack of support in Argentina is complete andtotal crap. The average Argentinian is willing to take the pain that comes with a hard economic reset like this. Economic pain is all they have known for the last 20+ years" [X Link](https://x.com/KEDM_COM/status/1779935468156551593) 2024-04-15T18:10Z 10.4K followers, [---] engagements "Doug famously invested in Cyprus after their banks failed. Today he spends a lot of time in Argentina and doesnt see anything with betterpost crisis risk reward potential and value and he likes the NYSE listed RE companies" [X Link](https://x.com/KEDM_COM/status/1779935470018769042) 2024-04-15T18:11Z 10.4K followers, [---] engagements "After years of economic crisis and massive inflation Argentine stocks were trading at rock bottom prices" [X Link](https://x.com/KEDM_COM/status/1785011706302959796) 2024-04-29T18:22Z 10.6K followers, [---] engagements "But as we like to say at KEDM cheap stocks tend to stay cheap. So why did we add it to our inflection list There is a saying that in Argentina they have an economic crisis once a decade and the crisis usually lasts 10-years. Eventually something has to change" [X Link](https://x.com/KEDM_COM/status/1785011708815126685) 2024-04-29T18:22Z 10.4K followers, [---] engagements "A new issue of KEDM is LIVE This week our analyst returns from Kazakhstan to update us on the Uranium theme.#uranium #U308 Be sure to track your issue down 👇👇👇 https://link.kedm.com/kedmislive https://link.kedm.com/kedmislive" [X Link](https://x.com/KEDM_COM/status/1787119667862962669) 2024-05-05T13:58Z 10.5K followers, 28.3K engagements "One of the Events we highlighted in our weekly monitor: $UA updates new CEO Kevin Planks compensation plan stipulating that over 80% of his total compensation in FY25 will be contingent on the shares reaching $13 over the next four years. The total at-risk compensation consists of [--] million shares of stock with a grant date fair value of $8.26m" [X Link](https://x.com/KEDM_COM/status/1802751891769905230) 2024-06-17T17:15Z 10.6K followers, [----] engagements "During our latest "All About the Macro" Happy Hour Kuppy @hkuppy and Paulo Macro @PauloMacro covered many topics including the US dollar in the next recession. Watch the clip and sign up for the full interview at http://www.kedm.com http://www.kedm.com" [X Link](https://x.com/KEDM_COM/status/1808514726571512248) 2024-07-03T14:54Z 10.6K followers, 14K engagements "Is the market overvalued or are we all missing the big picture" [X Link](https://x.com/KEDM_COM/status/1812522951990006269) 2024-07-14T16:22Z 10.6K followers, [----] engagements "What took the multiples down in Brazil" [X Link](https://x.com/KEDM_COM/status/1813628130516455707) 2024-07-17T17:33Z 10.6K followers, [----] engagements "As KEDM is positioned for an inflationary regime the Project Zimbabwe Happy Hour we had last year with Kuppy @hkuppy and Erik @erik_ywr has only gained relevance. Sign up 'free' for a full interview at "Banks buying toasters as an inflation hedge" http://www.kedm.com http://www.kedm.com http://www.kedm.com http://www.kedm.com" [X Link](https://x.com/KEDM_COM/status/1816451076377432173) 2024-07-25T12:30Z 10.6K followers, [----] engagements "Understanding Asset Allocation in Sovereign Wealth Funds via @YouTube https://youtu.be/tG8ZYd3Nlswsi=IacYY-a4KdQcw_Ra https://youtu.be/tG8ZYd3Nlswsi=IacYY-a4KdQcw_Ra" [X Link](https://x.com/KEDM_COM/status/1825871046718927021) 2024-08-20T12:22Z 10.6K followers, [----] engagements "Our next Happy Hour - "Year of the Dragon" will be between @hkuppy and @gave_vincent. Louis-Vincent Gave is our go-to expert on all things China and macro. Mark your calendar for October [--] at 5:15 pm. An interactive live Q&A will follow the event" [X Link](https://x.com/KEDM_COM/status/1848771403065266333) 2024-10-22T17:00Z 10.7K followers, 13.2K engagements "In this week's CEO Change Monitor $DOUGs CEO and Chairman retires at [--] and is replaced by a board member. Should be no surprise to anyone why this name is down but recent survival actions include a cap raise and cost cutting. Times have even gotten so tough that they were forced to get rid of the Company PJ" [X Link](https://x.com/KEDM_COM/status/1852412972708311472) 2024-11-01T18:10Z 10.6K followers, [---] engagements "In this week's Buyback Monitor Las Vegas Sands $LVS has been ramping up activity in the TTM with just over $1.8B purchased (5%) and topped it off with another $2b announcement (5%)" [X Link](https://x.com/KEDM_COM/status/1852412978290929692) 2024-11-01T18:10Z 10.6K followers, [----] engagements "We had a lot to cover in our Weekly Monitor: Election Bitcoin offshore and "Project Zimbabwe". Sign up for our Weekly Monitor or start your free trial here: http://www.kedm.com http://www.kedm.com" [X Link](https://x.com/KEDM_COM/status/1854163019913380147) 2024-11-06T14:04Z 10.6K followers, [----] engagements "In this week's Priced Secondaries Monitor: $BA popped their anticipated $16b offering (plus $5b in depository receipts) for a cool $21b. With fresh capital a fresh CEO (who spends his time in the factory) dismantling their famous DEI program and the strike eventually ending maybe this raise marks the bottom for an eventual re-rate" [X Link](https://x.com/KEDM_COM/status/1854163023465951462) 2024-11-06T14:04Z 10.6K followers, [----] engagements "Plug in for a friend of KEDM Quarterly fund letters have been one of the best sources to peek into what money managers are looking at. Buyside Digest @buysidedigest has made the fund letter and ticker tracking seamless. Start tracking at for FREE http://www.buysidedigest.com http://www.buysidedigest.com" [X Link](https://x.com/KEDM_COM/status/1856378356666904765) 2024-11-12T16:47Z 10.6K followers, [---] engagements "In this week's Announced Buyback Monitor: Marathon $MPC took in yet another $2.7B in the Q and is up to over $10B in the TTM. They topped off their existing program by $5b and have $8.5b teed up. Worth noting they are sitting as number [--] on the Buyback Leaderboard as well" [X Link](https://x.com/KEDM_COM/status/1856378360563413446) 2024-11-12T16:47Z 10.6K followers, [---] engagements "It's time for an update on the eve of Turkey Day Reminder: Sign up for our Weekly Monitor or start your free trial here: Regular KEDM readers have likely picked up on our growing bullishness for some specific EMs. We all know the chart by now but the US is stretched as NVDA and MSTR prop up the whole market. And as DMs become EMs emerging markets should see a flip in fund flows with EMs finally emerging. http://kedm.com http://kedm.com http://kedm.com http://kedm.com" [X Link](https://x.com/KEDM_COM/status/1863587187637498046) 2024-12-02T14:13Z 10.6K followers, [----] engagements "Cluster Insider Buy Monitor: Not a cluster but a director bought $102K worth at Advance Auto Parts. $AAP recently entered into a cooperation agreement with ThirdPoint and Saddle Point Management (appointed three new directors) and entered into a definitive agreement to sell Worldpac to Carlyle for $1.5 billion in cash. Burrys firm owned some AAP in late [----] and early [----] per Scions 13-Fs" [X Link](https://x.com/KEDM_COM/status/1863587191064309896) 2024-12-02T14:13Z 10.6K followers, [----] engagements "In any case were increasingly convinced that the top is now in for US equity markets. The only question is; if we grind lower like in [----] or we get real fireworks on the way down. Weve tightened up our stops on our shorts and going to let it ride With that in mind its worth mentioning what were buying" [X Link](https://x.com/KEDM_COM/status/1879145315355283808) 2025-01-14T12:35Z 10.6K followers, [---] engagements "In this week's CEO Turnover monitor: Derek Chang an NBA and linear media vet will replace John Malone and take over the reins at $FWONK. Changs stint notably includes spearheading the NBAs expansion into China as CEO of NBA China from [----] [----]. With Formula One expanding and Chinese autos in world domination mode could a Chinese F1 team be around the corner" [X Link](https://x.com/KEDM_COM/status/1879145317959934263) 2025-01-14T12:35Z 10.6K followers, [----] engagements "Below is the short clip from our Happy Hour on #SoftBank #Trump & the Meme Top of #AI. We couldnt have picked a better time to get our friend Le Shrub @agnostoxxx on the horn He was right there with us on calling the top as we headed into a macro dreamscape. Join us with our next Happy Hour - "Golden Age of Grift" with Kuppy @hkuppy and @agnostoxxx https://t.co/w1ZKGDio5z We couldnt have picked a better time to get our friend Le Shrub @agnostoxxx on the horn He was right there with us on calling the top as we headed into a macro dreamscape. Join us with our next Happy Hour - "Golden Age of" [X Link](https://x.com/KEDM_COM/status/1907400735983014225) 2025-04-02T11:52Z 10.6K followers, [----] engagements "In this week's CEO Turnover monitor: The CFO has replaced the CEO at the water pipe distributor Core and Main (CNM) effective immediately. This has been a laggard since PVC pricing broke down and Trumps election took the wind out of infrastructure spend but is worth keeping an eye on should his administration decide that infrastructure is still something worth having" [X Link](https://x.com/KEDM_COM/status/1907817373911892046) 2025-04-03T15:28Z 10.6K followers, [---] engagements "13D and Activist Monitor: FT reports that activist Elliott takes 5% stake in German Energy group RWE. One of EUs largest power producer (and a name Le Shrub mentioned on our Happy Hour) RWE has been vocal on cutting Offshore Wind and other renewable investments and thinks could save $10bn in CAPEX. Elliott initially took a stake last year in November and we will likely hear more about their engagement with the company" [X Link](https://x.com/KEDM_COM/status/1907817375887425805) 2025-04-03T15:28Z 10.6K followers, [---] engagements "As noted many times $MAGA is NOT bullish for risk assets. Just go re-read our past [--] months of commentary (or youll get the gist just based on the titles: Bear Porn The Bell Is Ringing More Bear Porn Mean Reversion is Imminent Where Did the Margin Go TINA Died in 2025)" [X Link](https://x.com/KEDM_COM/status/1910315043587068145) 2025-04-10T12:52Z 10.5K followers, [---] engagements "Cluster Buy Monitor: The new CEO at $WOOF who was previously the CEO at $FIVE purchased almost $5m of shares in the open market. Dont forget that he received a $15m one-time equity incentive upon taking the helm" [X Link](https://x.com/KEDM_COM/status/1910315044455252052) 2025-04-10T12:52Z 10.5K followers, [----] engagements "13D and Activist Monitor: #MAGA activist campaign continues at #US Steel. At the start of the week activist #Ancora published a presentation detailing their plan (enjoy the [---] slides as Sunday reading). Shortly after U.S. Steel management came out firing at activist Ancoras strategic plan calling it inconsistent unrealistic and self-serving" [X Link](https://x.com/KEDM_COM/status/1913189352819093785) 2025-04-18T11:14Z 10.5K followers, [----] engagements "Strategic Alternatives Monitor: For those of you are not familiar with the story #Harley Davidson got a new CEO in [----] #Jochen Zeitz who has been pushing the company closer towards inclusion LGBTQ friendly woke concepts. Take a look at the stock chart to see how that worked out. But things may be turning. First we heard $HOG is abandoning $DIE/Wokeism" [X Link](https://x.com/KEDM_COM/status/1913189354589106234) 2025-04-18T11:14Z 10.5K followers, [----] engagements "Notice the pattern Once you see a chart you sometimes struggle to un-see it This is the Naz during the [----] tech bubble. A smash then consolidate then leak lower until the real selling starts. Whats interesting is that the intermission between the crash and the real selling is about [--] months. Those are the hardest six months of a bears life. The economic data is still strong. All your friends are buying the dip like lunatics. You cant short it because its very whippy and wild. You cant buy it because you know whats coming next. All you can do is stand asideor at least you should" [X Link](https://x.com/KEDM_COM/status/1920508315907342779) 2025-05-08T15:57Z 10.6K followers, [---] engagements "Announced Buyback Monitor: MGM continues to hammer the buy button with another $2B program (20%). They purchased $489m in Q1 and $1.3B in the TTM and have shrunk the share count by 43% since [----]. Worth noting they are #23 on the buyback leaderboard" [X Link](https://x.com/KEDM_COM/status/1920508317513682962) 2025-05-08T15:57Z 10.6K followers, [---] engagements "It is damn hard sitting on our hands We have no keen insights on the #China/#US negotiations or any country trade deals that will move the market 200bps on a tweet thats not our game. Its easy to make money but damn hard sitting on our hands (and even harder having a weekly publication with nothing to say) With that in mind we are going to shut off our screens and step off the desk for the next few weeks so we dont do something stupid and get dragged back into ramping exposure" [X Link](https://x.com/KEDM_COM/status/1922275185459105815) 2025-05-13T12:58Z 10.5K followers, [----] engagements "Buyback Monitor: The fert play $CF keeps hammering the buy button finishing up the Q with $434m bought and $1.6B in the TTM with a fresh $2 program just announced (15%). Worth noting they are number [--] on our leaderboard" [X Link](https://x.com/KEDM_COM/status/1922275186549661978) 2025-05-13T12:58Z 10.5K followers, [---] engagements "13D and Activist Monitor: Drama continues at #HarleyDavidson small win for H Partners as two independent proxy advisory firms Glass Lewis and Egan-Jones backed came out in support of the activist recommend vote WITHHOLD on CEO #JochenZeitz and directors #ThomasLinebarger and #SaraLevinson at the upcoming Annual Meeting of Shareholders. This comes after ISS recommended shareholders to vote FOR ALL the director nominees. #AGM May 14th" [X Link](https://x.com/KEDM_COM/status/1922275188315463849) 2025-05-13T12:58Z 10.5K followers, [---] engagements "The next few weeks may be a bit dull around here The next few weeks may be a bit dull around here. We remain convinced that the best strategy is to step away and await the US equity market crash. #KEDM is long overseas markets (theyre working) were long gold (its working) and not much else is working in US markets besides #Ponzi. The only mildly interesting event for us this week is combing through the #13Fs as the deadline was this past week. Yes its stale especially after it printed pre-Liberation. That said we always scroll through to get a sense" [X Link](https://x.com/KEDM_COM/status/1924811911444529404) 2025-05-20T12:58Z 10.6K followers, [----] engagements "Announced Buyback Monitor: $DXLG picked up $14m in the TTM. Pretty sizeable against their dumpster fire of a mkt cap now at $65m. Worth noting that activist PLP Funds/Fund [--] continues to circle this name and still has an outstanding $3/sh offer still out there for a 145% premium.Guessing that gets restruck" [X Link](https://x.com/KEDM_COM/status/1930247975181168828) 2025-06-04T12:59Z 10.7K followers, [----] engagements "This market is making less and less sense Honestly I check in each day and this market is making less and less sense. Seriously between the DJT/Elon pissing match the grift in SPACs CRCL IPO SBET secondary and Trump & Co issuing a branded crypto wallet what year are we in We gotta be getting close Turning to KEDM given its quiet on the macro/thematic front for us we have been focused on improvements on the data and analysis side. With the addition of a new analyst we will be re-launching our Spin Report alongside a Monitor to track the more interesting ED trades through their life cycle" [X Link](https://x.com/KEDM_COM/status/1933020998686605333) 2025-06-12T04:38Z 10.6K followers, [----] engagements "13D Monitor: Still waiting on the Company response over at TURN. This week Marlton issued a public letter demanding a date for the vote on the proposed merger. They criticized the board for delaying the vote by over [--] months and for incurring $67 M in transaction costs (16% of Q1 NAV)" [X Link](https://x.com/KEDM_COM/status/1933020999844352458) 2025-06-12T04:38Z 10.6K followers, [----] engagements "M&A Monitor: CVGW caught a non-binding conditional for $32/sh (16% spread). Worth noting that CEO Lecil Cole and other insiders had a flurry on buying activity a couple months ago in the mid 20s too" [X Link](https://x.com/KEDM_COM/status/1935273323677569523) 2025-06-18T09:48Z 10.6K followers, [----] engagements "CEO Changes Monitor: Home of the Pizookie BJs Restaurant (BJRI) goes internal and names Lyle Tick current President and Chief Concept Officer to replace former CEO and Exec Chair Rob Katz at the helm. Tick was formerly the CEO of On the Border and served as an executive at Buffalo Wild Wings. BJRI recently signed a Cooperation Agreement with Ron Shair the founder of Panera and current Chair of the Board at CAVA in which he stated that he was impressed by Mr. Ticks vision and strategy" [X Link](https://x.com/KEDM_COM/status/1935273325535572384) 2025-06-18T09:48Z 10.6K followers, [----] engagements "Just signed on did anything happen this weekend Remember how the market was hyper focused on tarriffs [--] months ago as correlations hit [--]. Did we solve that one yet Asking for a friend. Now fintwitters are all experts on Fordow and the Stait of Hormuz. Tarrifs are a sideshow. Funny how that works. But one day even the Ayatollah will be a sideshow to the main event. When the real vigilantes (e.g. the bond vigilantes) arrive on the scene Iran and trade deals will be a distant memory as CNBC provides 24/7 coverage of Markets in Turmoil as the credit crisis infects the entire financial system" [X Link](https://x.com/KEDM_COM/status/1937683871274815731) 2025-06-25T01:26Z 10.6K followers, [----] engagements "Lets talk about QE Lets talk about QE. You all think its done. You may even think were doing QT today. You see they did too much QE when they were using the printing press to fight germs (remember ow fun that was). Then they flipped to QT but that excess QE got stored up in the Reverse Repo (RRP). You can see the bulge of deferred QE and how its deflated starting in [----]. Despite the Fed doing QT the net liquidity from the RRP has been more than offsetting the QT hence why equities keep levitating" [X Link](https://x.com/KEDM_COM/status/1940356618325029153) 2025-07-02T10:27Z 10.6K followers, [----] engagements "Cluster Insider Buy Monitor: The CEO and most of the Board at the small-cap machine tool manufacturer Hurco (HURC) have picked up over $200k in the last couple weeks. Down around 50% from its peak and trading close to GFC multiples with a net cash balance sheet" [X Link](https://x.com/KEDM_COM/status/1940356620585767009) 2025-07-02T10:27Z 10.6K followers, [----] engagements "A quick reminder and a new theme this week Before we jump in a quick reminder that we will be hosting our KEDM Financials Happy Hour on August [--] at 4:15 with Derek Pilecki the absolute ax in this niche. Trump will ultimately get his way and smash Fed Funds to 1%. This will create a ton of opportunity if you look in the right places. Turning to the markets this week we decided to invite our very good friend Roderick van Zuylen aka RooJoo to these KEDM pages to discuss a new theme. You may recognize the name as Roojoo is quite active in the Discord (@roojoo) and on Fintwit (@roojoo3). And" [X Link](https://x.com/KEDM_COM/status/1947966677439652018) 2025-07-23T10:27Z 10.6K followers, [----] engagements "@DanielSLoeb1 @DanielSLoeb1 couldnt agree more That why we track over [--] events most of which are in Joels classic. DM us or check out http://KEDM.com http://KEDM.com" [X Link](https://x.com/KEDM_COM/status/1952181929677291976) 2025-08-04T01:36Z 10.6K followers, [----] engagements "@gatorcapital CEO Changes Monitor: Shenandoah Telecommunications (SHEN) announces that its current CEO will transition to Executive Chairman and be replaced by the current President. Down about 60% from the highs this name has seen steady buying by its 10% PE owner so far this year" [X Link](https://x.com/KEDM_COM/status/1953059240186093694) 2025-08-06T11:43Z 10.7K followers, [----] engagements "CVR Monitor: Fundamental Global FGF soon to be FG Nexus Inc. is spinning off its legacy operating businesses into a newly formed FG CVR Trust. Shareholders of record as of August [--] [----] will receive nontransferable CVRs including an initial $10.00 per share cash distribution expected in September [----]. The Trust holds assets valued at over $30.00 per common share and is expected to make additional cash or in-kind distributions over time with a significant portion of the CVR payment tied to the multi-billion-dollar IPO of Firefly Aerospace. Meanwhile FG Nexus retains roughly $5.00 per share" [X Link](https://x.com/KEDM_COM/status/1953059242195206494) 2025-08-06T11:43Z 10.7K followers, [----] engagements "Turning Points & Big Themes As an FYI we got the video recording from last weeks Happy Hour with Gator Capitals Derek Pilecki up on the website. For those that missed the live session its definitely worth watching as he knows his niche. Moving over to thematics a few weeks ago we introduced a good friend Roderick van Zuylen (@roojoo3) of NightWatch Capital to these pages who gave us the run down on some long vol plays in a Trump/tariff world. As mentioned hes next on our list to join us for a Happy Hour to discuss his thematics on Friday August 22nd at 4:15 PM EST. Save the date for now" [X Link](https://x.com/KEDM_COM/status/1955977219660038285) 2025-08-14T12:58Z 10.6K followers, [----] engagements "Cluster Insider Buy Monitor: Specialty chemical company Olin (OLN) had a VP purchase 20k shares. The VP has only been with the company for four months but back in February Olins new CEO (in the role for about a year) purchased [----] shares. This is the first time multiple insiders have purchased within a year of each other since 2020" [X Link](https://x.com/KEDM_COM/status/1955977221027369133) 2025-08-14T12:58Z 10.6K followers, [---] engagements "SPECIAL ANNOUNCEMENT For only the second time ever we are opening up our exclusive KEDM Happy Hour to non-subscribers FREE of charge and no strings attached On Friday at 4:15 EST @hkuppy will be sitting down with Night Watch Capitals founder and CIO Roderick van Zuylen (aka @RooJoo3). A Day [--] KEDM subscriber and seasoned value investor RooJoo will dive into thematics ED and how he builds ideas off KEDM. Register below 👇👇👇 http://bit.ly/45Vxacf http://bit.ly/45Vxacf" [X Link](https://x.com/KEDM_COM/status/1957793976687415442) 2025-08-19T13:17Z 10.7K followers, 67.7K engagements "@roojoo3 also just dropped his SECOND new theme to KEDM clients this week. Be sure to sign up below to read 👇👇👇 https://kedm.com/ https://kedm.com/ https://kedm.com/ https://kedm.com/" [X Link](https://x.com/KEDM_COM/status/1957793978545500663) 2025-08-19T13:17Z 10.7K followers, [----] engagements "And to prep for Friday's Happy Hour head over to our friends at @buysidedigest (aka "BSD") to read all of RooJoo's letters. https://www.buysidedigest.com/funds/night-watch-investment-management/ https://www.buysidedigest.com/funds/night-watch-investment-management/" [X Link](https://x.com/KEDM_COM/status/1957793980197872126) 2025-08-19T13:17Z 10.7K followers, [----] engagements "KEDM Happy Hour SPECIAL ANNOUNCEMENT For only the second time ever we are opening up our exclusive Happy Hour to non-subscribers FREE of charge and no strings attached On Friday at 4:15 EST Kuppy will be sitting down with Night Watch Capitals founder and CIO Roderick van Zuylen (aka @RooJoo3). A Day [--] KEDM subscriber and seasoned value investor RooJoo will dive into thematics ED and how he builds ideas off KEDM. To prep for next weeks call its worth heading over to our friends over at BuySide Digest (aka BSD h/t Salomon Brothers) to peruse all of RooJoos old letters at Buyside Digest. Kuppy" [X Link](https://x.com/KEDM_COM/status/1958121339383934981) 2025-08-20T10:58Z 10.7K followers, 20K engagements "From short long on $HOOD 📈 @GatorCapital shares why he flipped bullish: cost cuts new products and limited downside at $8/share. Clip from our Happy Hour w/ @hkuppy We want to thank Derek for Happy Hour to chat all things Financials We want to thank Derek for jumping on this months Happy Hour to chat all things Financials Was a great episode and we learned a lot We urge everyone to shoot him a follow at @GatorCapital and sign up for his https://t.co/nlxDDyXKPr We want to thank Derek for Happy Hour to chat all things Financials We want to thank Derek for jumping on this months Happy Hour to" [X Link](https://x.com/KEDM_COM/status/1965800003102011572) 2025-09-10T15:30Z 10.7K followers, 34.1K engagements "From Yoga Pants to Oil Rigs: Supply Demand and the Bruised-Toe Test of Real Assets In equities people obsess over product launches management changes or Fed policy pivots (and Reddit threads) but ultimately it comes back to supply and demand. Think of Lululemon ten years ago if you wanted some athleisure there was only one place to get it. LULU being the first on this trend had a monopoly on supply and capitalized on it appropriately. They sold these products at huge mark ups with little advertising and ran zero sales or discounts resulting in fat profit margins. If you were long during this" [X Link](https://x.com/KEDM_COM/status/1968641913398915120) 2025-09-18T11:43Z 10.7K followers, [----] engagements "The signs that an IPO window may be closing We just got off the plane from a VERY long couple of weeks of client meetings plus the Pareto Offshore Conference over in Oslo. While in the air we got caught up with a ton of Substack reading and one that caught our attention was from our good friend Paulo Macro. What happens when the supply of paper begins to overwhelm the demand for new issue When the IPO pop isnt sustained and deals begin to break pricing What happens when the window slams closed And what happens when all the insiders/PE shares unlock We traded this theme in the early 2000s and" [X Link](https://x.com/KEDM_COM/status/1971178627703230690) 2025-09-25T11:43Z 10.7K followers, 13.8K engagements "2) On 10/24 @hkuppy wrote: .consolidations in the squeezes likely indicate continuations in $GME and $DDS where short interest is in excess of shares out. Our Squeeze List continues to create unusual alpha. In particular high IV makes put writing unusually attractive" [X Link](https://x.com/KEDM_COM/status/1352338525560123400) 2021-01-21T19:33Z 10.9K followers, [--] engagements "3) Since that date $DDS has rallied over 65% with limited drawdowns:" [X Link](https://x.com/KEDM_COM/status/1352338526684246022) 2021-01-21T19:33Z 10.9K followers, [--] engagements "A new issue of KEDM was just released We touch on some Macro themes (can you guess the chart below) and some single stocks/Event Driven names caught our eye like $WFG $TWTR $GRPO and $RAD. Go track your issue down to read our thoughts. @hkuppy" [X Link](https://x.com/KEDM_COM/status/1517975587888898048) 2022-04-23T21:15Z 11K followers, [--] engagements "Here's the kicker - On top of all that the board also awarded her $18 million of restricted stock that she would receive regardless of how long she served as CEO. Strange Let's not forget she herself was running the board" [X Link](https://x.com/KEDM_COM/status/1633137676294529024) 2023-03-07T16:08Z 10.8K followers, [---] engagements "Would this have happened if there was an activist or shareholder representative on the board @DanielSLoeb1 of @ThirdPointLLC a multi strategy hedge fund who owns 6% + of $BBWI and has a proven track record of taking activist positions doesn't think so" [X Link](https://x.com/KEDM_COM/status/1633137678580432899) 2023-03-07T16:08Z 10.8K followers, [---] engagements "Our most controversial monitor Meet our 13D and Activist Notes Monitor This is where you'll find stories that often seem like movies. Underdogs villains good guys and ACTION Here's just a few of the companies we highlighted this week - $NNDM $ONTF $BAYN $MAGT 👀" [X Link](https://x.com/KEDM_COM/status/1636776080492183559) 2023-03-17T17:06Z 11K followers, [----] engagements "What stock would you buy and hold for life" [X Link](https://x.com/KEDM_COM/status/1642173875281620994) 2023-04-01T14:35Z 11.1K followers, 15.9K engagements "Want to see even more Let's go 1/10 First up - $CATC: Insiders bought $171k on behalf of their trusts" [X Link](https://x.com/KEDM_COM/status/1656045750688595982) 2023-05-09T21:17Z 11K followers, [----] engagements "2/10 $CVCY: [--] Different EVP's + [--] Directors bought in the last [--] days. CEO purchased on 4/28/23. Total: $359k" [X Link](https://x.com/KEDM_COM/status/1656045751984635907) 2023-05-09T21:17Z 11K followers, [----] engagements "5/10 $NRIM: Quite a bit of action here. CEO CFO + [--] Directors have bought 327k over the last [--] days" [X Link](https://x.com/KEDM_COM/status/1656045756862611475) 2023-05-09T21:17Z 11K followers, [----] engagements "6/10 $OBNK: [--] executives + [--] Directors picked up shares in the last [--] days. Total: $280k" [X Link](https://x.com/KEDM_COM/status/1656045758213226496) 2023-05-09T21:17Z 11K followers, [----] engagements "7/10 $QCRH: CEO + Director scooped up $79k" [X Link](https://x.com/KEDM_COM/status/1656045759794495488) 2023-05-09T21:17Z 10.9K followers, [----] engagements "8/10 $FSBC: $366K of stock purchased by insiders over the last week" [X Link](https://x.com/KEDM_COM/status/1656045761249853440) 2023-05-09T21:17Z 10.9K followers, [----] engagements "1/ 🚀 Big news from #AutoZone Inc. (NYSE: $AZO) The company's Board of Directors announced a further $2.0 billion in share repurchases as part of its ongoing buyback program. Let's take closer look at this one 🧵👇" [X Link](https://x.com/KEDM_COM/status/1671558504706867215) 2023-06-21T16:39Z 11.1K followers, [----] engagements "💥 Chart of the Week 💥 1/8 🧵 Controversial developments around Chinook Therapeutics ( $KDNY). - Flagged in three monitors this week Newsletter short M&A and CVR. The company is set to be acquired by Novartis ( $NVS) at $40.00 a share plus a $4.00 per share CVR" [X Link](https://x.com/KEDM_COM/status/1671959092284235795) 2023-06-22T19:11Z 11.1K followers, [----] engagements "Question of the day. Where do you see the single biggest opportunity in event driven investing right now Interested to hear from you guys on what types of events you think are being mispriced and why" [X Link](https://x.com/KEDM_COM/status/1682047846839713799) 2023-07-20T15:20Z 11.1K followers, 12.8K engagements "Whats your highest conviction trade right now" [X Link](https://x.com/KEDM_COM/status/1682691961785036802) 2023-07-22T10:00Z 11.1K followers, 70.8K engagements "What is Event-Driven investing and why should you care There dozens of these types of events every week How are you keeping track of them all Sign up for a 28-day free trial to track 25+ different events: (No credit card required) https://link.kedm.com/EventDriven https://link.kedm.com/EventDriven" [X Link](https://x.com/KEDM_COM/status/1737206864293585265) 2023-12-19T20:22Z 11.1K followers, [----] engagements "We discussed Bankruptcy Emergence in the clip above. Let's look at the performance of some relistings we flagged at KEDM in [----] (in order of relisting date) 1) Talen Energy $TLNE +33.33% since trading initiated on June 2nd 2023" [X Link](https://x.com/KEDM_COM/status/1737206866071945351) 2023-12-19T20:22Z 11.1K followers, [---] engagements "Strategic Alternatives Monitor: $Jack in the Box announced earnings and unveiled the Jack on Track program. Company will be closing down [---] to [---] underperforming locations while also seeking strategic alternatives for #DelTaco" [X Link](https://x.com/KEDM_COM/status/1917941643518283940) 2025-05-01T13:58Z 11.1K followers, [----] engagements "Announced Buyback Monitor: #LasVegas Sands $LVS continues to hammer the buy button (as they have since Q4 2023) with another $450m bought in this Q (well over $2b since their program began). They reupped to $2B and are re-focusing on buybacks as the $HBU and most accretive lever to pull and dropping their bid for a casino license in NYC. https://twitter.com/i/web/status/1917941645296681421 https://twitter.com/i/web/status/1917941645296681421" [X Link](https://x.com/KEDM_COM/status/1917941645296681421) 2025-05-01T13:58Z 11.1K followers, [----] engagements "Gone for a few weeks yet nothing changed my thinking Having been gone for a few weeks and clearing my head the end result is that nothing has changed my thinking; if anything I am more convinced that bonds will be driving the ship (and right into the iceberg). Maybe I am in an echo chamber but when one of the smartest guys in finance with access to the best real time data (i.e. Jamie) is making the rounds pounding his chest with the same narrative we should all sit up and listen (link and summary below for those that missed)" [X Link](https://x.com/KEDM_COM/status/1930247972165464413) 2025-06-04T12:59Z 11K followers, [----] engagements "Cluster Insider Buy Monitor: Vice chair Alex Hansson picked up another 100k shares of #Nordic American Tankers $NAT. Hansson family is now up to a cool 4.65m shares" [X Link](https://x.com/KEDM_COM/status/1930247973365051437) 2025-06-04T12:59Z 10.9K followers, [----] engagements "M&A Monitor: The proxy fight between the management of Dye & Durham (DND CN) and one of its largest shareholders with 11% ownership Plantro is ongoing. Plantro urges the company to hold the EGM and eventually needs to be sold in order to transfer the full value to shareholders. Reportedly the Board is evaluating options. Worth a look" [X Link](https://x.com/KEDM_COM/status/1946173897352663232) 2025-07-18T11:43Z 11.1K followers, [----] engagements "Bankruptcy Exit: WW International got off to a hot start as it floated under WGHW on 6/17 before officially wrapping up bankruptcy and listing under WW on 7/8. WW is riding GLP-1s as theyre coming out of bankruptcy especially with the recent missteps from competitors. Their capital structure might actually let them now that theyve shed $1.15bn of debt. WW emerges with $465m of new debt and equity interest holding 9% of the 10m shares outstanding. At $40/share this puts WW at $700m EV on $130m of EBITDA stated in its disclosure statement. WW does expect to be FCF positive with any cash above" [X Link](https://x.com/KEDM_COM/status/1946173899219071054) 2025-07-18T11:43Z 11.1K followers, [----] engagements "Happy Hour Notes We want to thank Roderick for joining us on Friday to chat thematics ED and KEDM. We covered a TON of ground from nic pouches to US automotive (Issue 237) to Long Vol names. As we typically do we will get the recording up on the Video section of the website later this week. In the meantime weve added the AI generated Kliff Notes at the link below. Enjoy" [X Link](https://x.com/KEDM_COM/status/1960650253025051002) 2025-08-27T10:27Z 11.1K followers, [----] engagements "M&A Monitor: TEGNA Inc and Nexstar NXST entered into a definitive agreement for NXST to acquire TGNA for $22/shr. The WSJ reports that Sinclair SBGI is floating around and considering a bid for TGNA in the range of $25-30/shr. See the Spin notes for more details" [X Link](https://x.com/KEDM_COM/status/1960650254400811061) 2025-08-27T10:27Z 11.1K followers, [----] engagements "13D Monitor: Altai Capital (5% holder) is leaning hard on covid tester OraSure OSUR upping its stake and pushing for board seats to combat the $3.50-4 stink bid that Ron Zwanziger waved in May. The boards dragging its feet and Zwanziger is seeking an adversarial path so this standoff is starting to feel like itll get nastier before it gets resolved" [X Link](https://x.com/KEDM_COM/status/1968641915005321502) 2025-09-18T11:43Z 10.9K followers, [----] engagements "Announced Buyback Monitor: Udemy UDMY announced a new $50m program (5%). They took in $150m in [----] (15%). COUR seems to be inflecting as the unemployed scramble for AI certificates. Will UDMY catch up Worth noting they replaced the CEO in March of this year too" [X Link](https://x.com/KEDM_COM/status/1968641917228327027) 2025-09-18T11:43Z 10.9K followers, [----] engagements "Cheap stocks arent enough anymore. The game has shifted its value + catalyst now. Forget cheap #telcos and #energy names theyre cheap for a reason. The edge now is value with a catalyst great businesses hitting inflection points run by owners. Clip 👇 Turning Points & Big Themes As an FYI we got the video recording from last weeks Happy Hour with Gator Capitals Derek Pilecki up on the website. For those that missed the live session its definitely worth watching as he knows his niche. Moving over to thematics a few https://t.co/NHgQerSfVl Turning Points & Big Themes As an FYI we got the video" [X Link](https://x.com/KEDM_COM/status/1977760355997593959) 2025-10-13T15:36Z 11K followers, 27.5K engagements "Everyone's portfolio is anti-fragile until Trump tweets Two months back we were at a family wedding and ran into some uncles cousins and other assorted relatives that we havent seen in a few years. As the resident financial guru they came up to us to seek advice. Except this time they didnt ask any questions. Instead they bragged about the 3x levered products they owned that were up huuuge. Many of them were up triple digits on the year and flush. They were out buying cars boats and vacation homes. It was surreal as they laughed at our meagre returns (KEDMs having an OK year sitting in a ton" [X Link](https://x.com/KEDM_COM/status/1978788775036666065) 2025-10-16T11:43Z 10.8K followers, [----] engagements "Cluster Insider Buy Monitor: The CEO and a couple of directors at Sportsmans Warehouse (SPWH) purchased $400k total last week. The CEOs only been in the seat since November [----] and has prior experience from Cabelas and HTZ. He might be turning the ship here given the price action" [X Link](https://x.com/KEDM_COM/status/1978788776307532027) 2025-10-16T11:43Z 10.8K followers, [---] engagements "13D & Activist Monitor: Chip is back at LULU. The founder took a full page out in WSJ saying his culture and product got infected by the Patagonia vest/MBAs. Yoga pants traded for Excel spreadsheets. The result he says is a company that still looks good on paper but is losing its soul having sacrificed brand power and innovation for short-term growth. Wilson calls for a reset: put product and brand back at the center bring entrepreneurial voices back to the board and stop chasing Wall Street at the expense of customers" [X Link](https://x.com/KEDM_COM/status/1978788778220101946) 2025-10-16T11:43Z 10.8K followers, [---] engagements "In the FCM space $MRX and $SNEX have quietly compounded at exceptional rates. Meanwhile OTC-heavy peers like $TCAP.LN and $BGC have lagged and the reason says a lot about how value accrues in modern markets. Clip 🎬👇" [X Link](https://x.com/KEDM_COM/status/1978838806653555192) 2025-10-16T15:01Z 11K followers, [----] engagements "Were bears on the US but abroad the themes are lining up. Expect inflections not narratives In HK we are teaming up with our good friend and fellow hedgie Roderick van Zuylen (aka Roojoo @roojoo3) for a string of management meetings and to attend a Macro thematic conference" [X Link](https://x.com/KEDM_COM/status/1983919077677789345) 2025-10-30T15:29Z 10.9K followers, [----] engagements "We just dropped this weeks KEDM Event Driven Report Our on-the-ground take from #HK/#Shenzhen + why #Macau casinos are the cleanest #China consumer play. And of course a ton of fresh actionable event-driven ideas Read now at KEDM" [X Link](https://x.com/KEDM_COM/status/1987882691245588721) 2025-11-10T13:59Z 10.9K followers, 22.7K engagements "🚀 Big moves at Honeywell $HON: Jim Currier to lead the spin-off AerospaceCo as CEO joined by Craig Arnold as chairman. With $15B in sales the new standalone HQ in Phoenix is gearing up to shape the future of aviation. Spin completion slated for 2H [----]. #aerospace #spinoff #leadership" [X Link](https://x.com/KEDM_COM/status/1987923087200018888) 2025-11-10T16:39Z 10.9K followers, [----] engagements "Brookdale $BKD pre-announced an investor day for early [----]. With a recent CEO change and activist involvement this is ticking many boxes. BKD (finally) reached positive FCF this year and is now guiding for a sustained 15% EBITDA CAGR. Senior Living Facilities are an active KEDM theme; stay tuned for updates 💪 https://twitter.com/i/web/status/1988276409257607533 https://twitter.com/i/web/status/1988276409257607533" [X Link](https://x.com/KEDM_COM/status/1988276409257607533) 2025-11-11T16:03Z 11.1K followers, [----] engagements "MSC Industrial Directs $MSM largest shareholder Mitchell continues to buy shares on the open market. Here is a rather cyclical company exposed to (uncertainty) from tariffs and whatever the government does beating estimates and returning to growth" [X Link](https://x.com/KEDM_COM/status/1988604946032590979) 2025-11-12T13:49Z 11.1K followers, [----] engagements "OneSpan $OSPN has seen a director buy shares on the open market for $600k after the dip on poor earnings. This is a company that is experiencing a strong shift in mix with software at 80% of operations. The legacy hardware business is pressuring overall results but margins are expanding and cash flow generation is increasing. Clean balance sheet business inflection insiders buying. https://twitter.com/i/web/status/1988624827331002850 https://twitter.com/i/web/status/1988624827331002850" [X Link](https://x.com/KEDM_COM/status/1988624827331002850) 2025-11-12T15:08Z 11.1K followers, [----] engagements "Two months back we were at a family wedding and ran into some uncles cousins and other assorted relatives that we havent seen in a few years. As the resident financial guru they came up to us to seek advice. Except this time they didnt ask any questions. Instead they bragged about the 3x levered products they owned that were up huuuge. Many of them were up triple digits on the year and flush. They were out buying cars boats and vacation homes. A classic telltale sign" [X Link](https://x.com/KEDM_COM/status/1988675158962225382) 2025-11-12T18:28Z 10.8K followers, [----] engagements "Dutch chat and payment platforms company $CMCOM.NA received a [-----] million all-cash takeover offer from Amsterdam-based software firm Bird. http://CM.com http://CM.com" [X Link](https://x.com/KEDM_COM/status/1988987487063273930) 2025-11-13T15:09Z 10.9K followers, [----] engagements "The idea is a chance to unite two Dutch innovation leaders to build a European AI-driven customer-service champion citing scale and efficiency benefits etc. etc. While the bid of [----] p/s is a 20% premium to the pre-deal closing price this feels like theft at 11x forward EBITDA" [X Link](https://x.com/KEDM_COM/status/1988987491123097815) 2025-11-13T15:09Z 10.8K followers, [---] engagements "Indeed last Friday rejected the offer. The stock has been hovering close to all-time lows; meanwhile the company is just starting to enjoy the fruits of its massive (and successful) cost restructuring. http://CM.com http://CM.com" [X Link](https://x.com/KEDM_COM/status/1988987493660713378) 2025-11-13T15:09Z 10.8K followers, [----] engagements "Not yet a Ch .11 stock but very close to it New Fortress Energy $NFE Inc. is considering restructuring its debt through a UK scheme of arrangement" [X Link](https://x.com/KEDM_COM/status/1989356907417702729) 2025-11-14T15:37Z 11.1K followers, [----] engagements "The UK scheme (overall cheaper than Ch. 11) would provide more value for shareholders in a restructuring. If you look closely enough at the chart you can see a tiny pop in the news" [X Link](https://x.com/KEDM_COM/status/1989356913839231025) 2025-11-14T15:37Z 10.9K followers, [----] engagements "Scion is winding down whilst my relatives are still YOLOing 3x ETFs and shopping for boats. When the Big Short guy taps out while the wedding uncles are all-in would it be the market top 👀📈🛎" [X Link](https://x.com/KEDM_COM/status/1989359959042371749) 2025-11-14T15:49Z 10.9K followers, [----] engagements "Most recently the company delayed its Q3 reporting due to negotiations with creditors. $NFE #bankruptcy_monitor https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-delays-10-q-filing https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-delays-10-q-filing" [X Link](https://x.com/KEDM_COM/status/1989583392971612618) 2025-11-15T06:37Z 10.9K followers, [----] engagements "New KEDM just published This weeks KEDM dives into the no-earnings companies of cross-border payments and highlights tons of interesting trade set-ups" [X Link](https://x.com/KEDM_COM/status/1990090699203813559) 2025-11-16T16:12Z 11.1K followers, 12.4K engagements "From Buffetts no-dividend to Bezoss no-earnings now were asking: "Can remittance players like $RELY $WISE $EEFT choose not to earn today to build an unassailable moat tomorrow"" [X Link](https://x.com/KEDM_COM/status/1990091295172481328) 2025-11-16T16:15Z 11.1K followers, [----] engagements "Speaking of #China last year we sat down with Louis-Vincent Gave (@gave_vincent) for a deep dive on #Taiwan #China $BYD and more. Full discussion is on Check out the highlights here: https://youtube.com/playlistlist=PLOLu_W1ZdJfZF17MiYMWT27804Ww2guuw&si=p7f-LZPJtJDEZlJs http://kedm.com https://youtube.com/playlistlist=PLOLu_W1ZdJfZF17MiYMWT27804Ww2guuw&si=p7f-LZPJtJDEZlJs http://kedm.com" [X Link](https://x.com/KEDM_COM/status/1990460948944216111) 2025-11-17T16:44Z 10.9K followers, [----] engagements "Peter Thiels fund just dumped its entire $NVDA stake in Q3 after SoftBank cashed out too. https://www.businessinsider.com/peter-thiel-fund-nvidia-stake-sell-softbank-macro-ai-bubble-2025-11 https://www.businessinsider.com/peter-thiel-fund-nvidia-stake-sell-softbank-macro-ai-bubble-2025-11" [X Link](https://x.com/KEDM_COM/status/1990482406361767936) 2025-11-17T18:09Z 10.9K followers, [---] engagements "One look at the insider action over at Maplebear (aka Instacart $CART) and the only thing that comes to mind is yuck. And no surprises here given the disgusting SBC. That said the share price continues to drift downwards while topline growth operating leverage and FCF generation continue to be reasonable. $CART is also increasing buybacks upping its program to $2.5bn from $1bn. Thats another 14% of the market cap. Not entirely bad for 8x ev/ebitda What do you think https://twitter.com/i/web/status/1990845962919809202 https://twitter.com/i/web/status/1990845962919809202" [X Link](https://x.com/KEDM_COM/status/1990845962919809202) 2025-11-18T18:14Z 11K followers, [----] engagements "Check your inbox the new KEDM just dropped. 📬 🚩Hong Kong property deep dive 🚩The #company were stalking 🚩A pile of event-driven setups" [X Link](https://x.com/KEDM_COM/status/1992644192506683619) 2025-11-23T17:19Z 10.9K followers, [----] engagements "What differentiates $BKNG and $AMZN from meal delivery Its the stickiness of the customer. There are switching costs. There are benefits of scale and the industry winner has reached such a scale that no new entrant will ever be able to undercut it on price. In other words they reinvested cash not because it fit the typical LTV/CAC or whatever equation but because it built a moat. And talking about moats we recently discussed payments. Specifically cross-border payments or remittance. Find it all on KEDM. Every week a new theme. (oh and 150+ pages of event-driven action with actionable" [X Link](https://x.com/KEDM_COM/status/1993002160569606342) 2025-11-24T17:01Z 11K followers, [----] engagements "Director of $GOGO Charles Townsend recently picked up another heavy load of shares. Hes been slamming the buy button every time the stocks touch $7. $GOGO is moving from a near monopoly in Air-to-Ground (ATG) connectivity for business jets (i.e. WiFi on your plane) to a duopoly with Starlink thats enabled by LEO satellites. While losing a monopoly seems bad this does open up the global business aviation market and LEO satellite prices around $10-12k/month versus $3k for ATG. $GOGO recently got new management that came with the Satcom Direct acquisition. Their PSU package vests at resp. $20" [X Link](https://x.com/KEDM_COM/status/1993326055860437126) 2025-11-25T14:29Z 11K followers, [----] engagements "Akzo has been pivoting strongly towards Coatings and this move will create a major Coatings player. Coatings is where stronger growth and margins are and hopefully an overall higher valuation" [X Link](https://x.com/KEDM_COM/status/1993373629850030322) 2025-11-25T17:38Z 10.9K followers, [--] engagements "Artisan explicitly stated that it is very interested in talking to other potential buyers and it is not alone: Shapiro Capital Management has also urged the company to restructure its merger with AKZA. Worth keeping an eye on the situation given all the volatility" [X Link](https://x.com/KEDM_COM/status/1993373633624895905) 2025-11-25T17:38Z 10.9K followers, [---] engagements "Hi Daan. They came massively aggressive into [----] (as in added a ton of FTEs in H2 25). They botched a large IT integration which is a real pain for these companies (its basically your best asset). They messed up communication to investors (eg many never even heard of the IT issue before)" [X Link](https://x.com/KEDM_COM/status/1993651863535628354) 2025-11-26T12:03Z 10.9K followers, [--] engagements "@daanwwillemsen Ah yes *H2 [--]. Re IT: We chatted with them" [X Link](https://x.com/KEDM_COM/status/1993670232381313205) 2025-11-26T13:16Z 10.9K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KEDM_COM KEDM.com
KEDM.com posts on X about uranium, market, watch, business the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -46%
- [--] Month [-------] -5.40%
- [--] Months [-------] +1,070%
- [--] Year [-------] +71%
Mentions: [--] #
- [--] Week [--] -9.40%
- [--] Month [---] +21%
- [--] Months [---] +413%
- [--] Year [---] +373%
Followers: [---------] #
- [--] Week [------] -0.01%
- [--] Month [------] +0.16%
- [--] Months [------] +4.40%
- [--] Year [------] +5%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands travel destinations social networks automotive brands currencies fashion brands
Social topic influence uranium, market, watch, business, stocks, ceo, happy, if you, lbs, strong
Top accounts mentioned or mentioned by @hkuppy @joshyoung @bobrobotti @urbankaoboy @segracapital @seawolfcap @marcusframpton @jekyllcapital @realdougcasey @erikywr @roojoo3 @footnotesfirst @jackfarley96 @paulomacro @realvisions @tgmacro @profplum99 @forwardguidance @charlesbonnerjr @gavevincent
Top assets mentioned Bitcoin (BTC) Tidewater, Inc. (TDW) Cameco Corporation (CCJ) Remitly Global, Inc. (RELY) Unifi Protocol DAO (UNFI) SPDR S&P [---] ETF Trust (SPY) Oxygen (OXY) East West Bancorp, Inc. (EWBC) Selfkey (KEY) Lululemon Athletica Inc (LULU) GameStop, Corp. (GME) Twitter Inc (TWTR) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last [--] hours
"$BBBY is up 50%+ premarket on news of fast tracking their remaining $400m left on their buyback and a deal with $KR Want to keep on top of interesting buybacks It's been on our Completed Buyback Monitor all year and made it into our weekly "Kliff" Notes last month👇👇 @hkuppy"
X Link 2021-11-03T12:55Z 10.6K followers, [--] engagements
"$ARKK still beating $BRKB in total return by 40% since the ETF launched on October 30th [----] . Will the gap close in 2022"
X Link 2022-05-10T15:46Z 10.6K followers, [--] engagements
"How far will investors go to justify why they "like the stock" What if someone tried to tell you it was because of a $2M due diligence report. For an online company Sign up for a 1-month free trial for more @muddywatersre and @hkuppy: https://link.kedm.com/CarsonBlockHH https://link.kedm.com/CarsonBlockHH"
X Link 2022-06-23T20:56Z 10.6K followers, [--] engagements
"What do you think will be the most valuable company in the world in the next [--] years"
X Link 2023-03-29T14:43Z 10.6K followers, 23.8K engagements
"🚨🔍 $FHN/TD Deal Drama: A Rollercoaster Worth Watching 🎢🍿 (1/6) Check out this story. 👇"
X Link 2023-04-17T19:47Z 10.6K followers, [----] engagements
"If you had to add [--] position to your portfolio today what would it be"
X Link 2023-04-26T16:39Z 10.6K followers, 17.1K engagements
"When M&A's go wrong volatility can take hold. This is why we have a Busted M&A Monitor Let's take a look at $TD's break up with $FHN 👀 The chart says it all"
X Link 2023-05-12T18:23Z 10.6K followers, [----] engagements
"Guess who's back in the Buffett BuyZone $OXY 👀 WEB made it clear he's not going to bid for all of OXY but may acquire more shares. Warren continues to lean into our favorite theme"
X Link 2023-05-16T16:42Z 10.6K followers, [----] engagements
"Newmont ( $NEM) to become the LARGEST #Gold miner on the planet after securing a deal to buy Newcrest Mining ( $NCM AU) for a whopping $19.2 billion"
X Link 2023-05-16T18:51Z 10.2K followers, [--] engagements
"Other things to note: - This is the largest deal to date in the mining space - $NEM will now have mines across the #Americas #Africa #Australia & #PapuaNewGuinea. - The deal will also increase its #copper reserves a metal in high demand as we move away from fossil fuels"
X Link 2023-05-16T18:51Z [----] followers, [--] engagements
"Let's do a quick sentiment check 📊 Where do you see the price of #oil in the next [--] months"
X Link 2023-05-25T20:03Z [----] followers, [--] engagements
"Let's take a quick look at [--] examples of stocks we've flagged using our Investor Day Monitor so you can see the true value of such a tool. $VTRS: Previous investor day 1/7/22 Latest investor day: 2/28/23 What happened to the stock Investors were not happy. 🔻 20% in a month"
X Link 2023-05-31T17:21Z 10.2K followers, [--] engagements
"$MNST: Previous investor day 1/13/22 Lastest investor day: 1/17/23 Stock jumped 20% after a period of consolidation following the latest investor day. This is why this monitor matters"
X Link 2023-05-31T17:21Z [----] followers, [--] engagements
"2 $ATVI / $MSFT deal: EU approved UK CMA blocked and the US regulator is undecided. MSFT appeals UK antitrust ruling. This one will be interesting"
X Link 2023-05-31T20:13Z 10.2K followers, [--] engagements
"3 $IRBT / $AMZN deal: 80% spread US FTC demands second request UK CMA investigates and the EU is expected to join. Tech merger chaos 🤖🛒"
X Link 2023-05-31T20:13Z 10.2K followers, [--] engagements
"Chart and Kliff Note of the week Here we go. Monday Monitor fresh off the press 1/4 🧪 Brenntag SE's in the hot seat as owners PrimeStone Capital propose a divisive shake-up"
X Link 2023-06-05T21:02Z 10.7K followers, [----] engagements
"You guys hear about this one yet #Palantir $PLTR targeted by short seller @StockJabber. The claim "The Bear Cave believes Palantir is an AI imposter engaging in spurious games to inflate its books and obfuscate its less sexy role as an overhyped data consultant.""
X Link 2023-06-06T16:23Z [----] followers, [--] engagements
"And it continues. WEB just gobbled up another [---] million shares of $OXY in the high $50s 👀"
X Link 2023-06-06T18:24Z 10.6K followers, [----] engagements
"Buyback blackout window to start next week. Who's buying this week $PLAY picking up an additional $100 million after taking in $200m (12% of SO) YTD. + huge beat on earnings last week. And the stock ripped 20% higher today on CEO claim price could double from here 👀 Source 👉 https://link.kedm.com/3Jd1tzw https://link.kedm.com/3Jd1tzw"
X Link 2023-06-13T18:32Z 10.6K followers, [----] engagements
"$EWBC: $892k shares purchased the week of 05/01. Hit 27%+ from the bottom"
X Link 2023-06-14T20:56Z [----] followers, [--] engagements
"$KEY: $733k shares purchased the week of 05/01. Went up 17%+ off the lows"
X Link 2023-06-14T20:56Z 10.2K followers, [--] engagements
"4/8 Muddy Waters also raises concerns about research manipulation around atrasentan. According to them AbbVie and Chinook may have systematically obscured trial results raising questions about the integrity of the data and conclusions drawn"
X Link 2023-06-22T19:21Z [----] followers, [---] engagements
"1/ 📢 Thread: The $BB Battle - A Shareholder's Plea 📝💼💥 Today we dive into the saga of #BlackBerry Limited where a long-standing shareholder named Dorsey R. Gardner is making waves. 🌊 Let's unpack this shareholder showdown"
X Link 2023-06-26T15:16Z 10.6K followers, [----] engagements
"Remember when we told you that our 13D & Activist Monitor was full of underdogs villains good guys and ACTION Listen to this one. Showdown at $NRG With 13% stake Elliott is gunning for the CEO's head in Texas oil titan Keep reading 👇 Our most controversial monitor Meet our 13D and Activist Notes Monitor This is where you'll find stories that often seem like movies. Underdogs villains good guys and ACTION Here's just a few of the companies we highlighted this week - $NNDM $ONTF $BAYN $MAGT 👀 https://t.co/gV7Rk6qJjE Our most controversial monitor Meet our 13D and Activist Notes Monitor This"
X Link 2023-06-28T20:12Z 10.6K followers, [----] engagements
"Second largest position making up 21.35% of his portfolio is $BLDR. A supplier of building products largely focused on new residential construction as well as repairs & remodels. Q first owned: Q2 2009"
X Link 2023-06-30T17:18Z 10.3K followers, [----] engagements
"The third is $WLK a global producer and distributor of petrochemicals polymers and fabricated building materials serving key consumer and industrial sectors. Portfolio %: 4.68% Q first owned: Q4 2015"
X Link 2023-06-30T17:18Z 10.3K followers, [---] engagements
"Lumber companies a good play ".these are finite resources.""
X Link 2023-07-05T23:03Z 10.7K followers, [----] engagements
"Well well well. look who showed up AGAIN in our Cluster Insider Buy Monitor 👀 $OXY reached the "Buffett Buyzone" and the Oracle made another appearance purchasing an additional [--] million shares for less than $60. It's like clockwork"
X Link 2023-07-06T16:17Z 10.6K followers, [----] engagements
"Happy Monday everyone Let's get right into it this morning. Here's a short excerpt from our most recent report that's making a ton of noise. What are your thoughts on the matter We genuinely worry that the next big crisis is the one where the Fed loses control of the bond"
X Link 2023-07-10T15:15Z [----] followers, 19.4K engagements
"News reports from the German service @platowverlag suggest new CEO Bill Anderson may spin off the companys troubled crop science division. Shares rallied 3% yesterday on the news"
X Link 2023-07-11T19:37Z [----] followers, [---] engagements
"From a numbers perspective it seems a logical move. When evaluated separately based on peer multiples Bayers divisions would have an equity value of [--] billion euros as per Breakingviews' calculation in February - almost double the current market capitalization"
X Link 2023-07-11T19:37Z 10.2K followers, [---] engagements
"".What I really want to happen is I want business to get worse and stay bad for longer than I want it to." @BobRobotti on the nature of value investing during our most recent members only happy hour with @hkuppy"
X Link 2023-07-12T14:03Z 10.6K followers, [----] engagements
"Imagine buying something valued at $43 billion in [----] and selling it a few short years later for a mere $18.5 billion 🤯 This is the story of a huge blunder by $FIS who are selling a majority stake in Worldpay for a massive discount. Here's the top [--] things you need to know 👇"
X Link 2023-07-12T18:05Z 10.2K followers, [--] engagements
"2. Undoing the past: This deal comes as a reversal of $FIS's massive $43 billion purchase of Worldpay in [----] after the merchant services division began losing ground to both longstanding rivals and emerging newcomers"
X Link 2023-07-12T18:05Z [----] followers, [----] engagements
"3. The plan: The sale which is expected to be finalized by QI [----] represents the largest leveraged buyout of [----] and will fund FIS's debt reduction and share buyback program"
X Link 2023-07-12T18:05Z [----] followers, [----] engagements
"Year to date $APLD stock rocketed 600%+ at its high. Was last seen trading roughly 30% down from its [--] week high"
X Link 2023-07-13T17:23Z [----] followers, [---] engagements
"Claims against the company: Let's start with @BearCaveEmail - "The Bear Cave believes Applied Digital relies on puffery over substance and is a perfect case study on our markets bizarre underbelly of reverse mergers microcaps and shell companies.""
X Link 2023-07-13T17:23Z 10.2K followers, [---] engagements
"Question of the day. Whats the most obvious trade in the world right now"
X Link 2023-07-21T19:41Z 10.6K followers, 30.1K engagements
"Happy #Monday everyone What's at the top of your radar this week"
X Link 2023-07-25T16:06Z [----] followers, [----] engagements
"Whats the most important lesson youve learned about investing since the beginning of the pandemic Bonus points for investing mistakes"
X Link 2023-07-26T18:13Z [----] followers, [----] engagements
"Question of the day. What do you think will be the most valuable company on the planet in the next [--] years"
X Link 2023-08-01T20:44Z 10.2K followers, [----] engagements
"Rentals housing inflation fertility rates. "We've created conditions that are really unfavorable for young families to get married have children etc." Take [--] minutes to hear what @profplum99 told @maxwiethe in this clip 🤯"
X Link 2023-08-16T14:35Z 10.6K followers, [----] engagements
""We must be prepared to think the unthinkable. $100 on $TLT sets off the death-rattle in every CUSIP. With all the leverage in the system the price of money is the thermostat for every CUSIP. With rates running the heat is going up to danger levels." - KEDM 08/06 $93.35 👇"
X Link 2023-08-17T16:00Z 10.2K followers, [----] engagements
"Question of the day. What's your highest conviction trade at the moment"
X Link 2023-08-29T20:08Z 10.6K followers, [----] engagements
"3. Announced Buyback Monitor: Stocks that have announced a stock repurchase in the past week. [--]. Completed Buyback Monitor: Stocks down 30%+ from a 3-year high and actively repurchasing stock (largest QoQ % decrease in shares outstanding)"
X Link 2023-08-31T14:47Z [----] followers, [---] engagements
"5. Investor Day Monitor: Stocks with upcoming Company-sponsored Investor or Analyst Days. [--]. Short Squeeze Monitor: Highest short interest as a percentage of float. [--]. IPO Monitor: IPO pipeline for the coming week (ex- SPACs)"
X Link 2023-08-31T14:47Z [----] followers, [---] engagements
"8. Completed IPO Monitor: Recent IPOs that have not unlocked (Ex-SPAC). [--]. Unlock Monitor: Initial Public Offering unlocks (last [--] next [--] days). [--]. Priced Secondaries Monitor: US secondaries that are priced and trading (trailing [--] days)"
X Link 2023-08-31T14:47Z 10.2K followers, [---] engagements
"Here's a reality check: Unless we shut down the global economy entirely there's no stopping the oil demand surge especially from emerging markets"
X Link 2023-09-06T19:09Z [----] followers, [---] engagements
"Add to that a market blind to this truth stagnant investment in new production and a more assertive OPEC+. All of this spells a looming structural bull market for oil"
X Link 2023-09-06T19:09Z [----] followers, [---] engagements
"History reminder: Oil ignited the previous significant inflationary wave. It wouldn't be shocking if it plays a central role in the upcoming one. Keep your eyes peeled #CrudeOilTrends #Inflation"
X Link 2023-09-06T19:09Z [----] followers, [----] engagements
"Scenario: You have an actively managed $5 million portfolio that invests strictly in equities and you have [--] options for the remainder of the year. A. Go all cash B. Remain invested in equities What are you doing"
X Link 2023-09-07T18:36Z 10.2K followers, 16.8K engagements
"If you haven't read it already take a look at this short thread we put out on #uranium demand. TLDR: Expect around [---] million lbs of uranium demand in 2024"
X Link 2023-09-11T21:11Z [----] followers, [----] engagements
"#IPOs are back in vogue with a handful of mega deals hitting the tape. I-banks are clamoring to get their paper to the market. Does this supply mark the top of Ponzi 2023"
X Link 2023-09-19T17:42Z [----] followers, [----] engagements
"Be careful out there; this period reminds us of what we wrote in [----]. "Same logic as always (interest rates/lock-ups/supply overwhelming retail idiots.we believe the massive deluge of supply will eventually overwhelm the FOMO crowd and crush the Ponzi Sector.""
X Link 2023-09-19T17:42Z 10.2K followers, [--] engagements
"Every week in the KEDM Monday Monitor we highlight what some Friends of KEDM have put out recently. This week it was the @ForwardGuidance podcast with @LukeGromen and @JackFarley96 If you haven't already give it a watch:"
X Link 2023-10-04T14:42Z [----] followers, [----] engagements
"We recently dove into the world of "citizenship and residency" investing with global leaders @HenleyPartners. Did you know that #Italy is one of the few countries that will allow you to live there if you invest in Italian stocks"
X Link 2023-10-13T18:25Z [----] followers, [----] engagements
"Every month at KEDM we try to bring on a special guest for our members only Happy Hour. This month we're getting an Allocator's Eye View of the market from Alaska Permanent Fund CIO Marcus Frampton"
X Link 2023-10-13T18:25Z [----] followers, [---] engagements
"@surfsk8sno @HenleyPartners I'm sure there are some hedonists at @MiamKitty are searching for low vol Italian dividend stocks to park a half mil in"
X Link 2023-10-13T18:37Z [----] followers, [--] engagements
"We genuinely worry that the market is having one last speculative orgy now that the Fed is on pause. While forgetting that after the pause the bottom usually falls out. But where are bears safe to hide out"
X Link 2023-10-16T16:12Z 10.2K followers, [----] engagements
"Consumer staples (chart below) have historically been where investors hide during a market rout. In a rude twist of fate these names are also getting sold hard"
X Link 2023-10-16T16:12Z [----] followers, [---] engagements
"Join us tomorrow October 20th at 4:15 EST for an "Allocator's Perspective" as @hkuppy sits down with the CIO of a $75B Wealth Fund @MarcusFrampton 👇👇👇"
X Link 2023-10-19T15:27Z [----] followers, 30.4K engagements
"It's almost time for KEDM's interactive Happy Hour Join @hkuppy as he pick's the brain of @MarcusFrampton a true allocator with $75B under management. They'll chat themes Event Driven due diligence macro and more Today at 4:15 EST at"
X Link 2023-10-20T13:21Z [----] followers, [----] engagements
"Every week in the KEDM Monday Monitor we highlight what some Friends of KEDM have put out recently. This week we highlighted this offshore thread from @TommyDeepwater"
X Link 2023-10-24T16:29Z [----] followers, 27.5K engagements
"It is that time of the week again. A new issue of KEDM is LIVE This week we dive into a new theme with a strong tailwind. Go track your issue down 👇👇👇"
X Link 2023-12-03T15:09Z [----] followers, [----] engagements
"3) Diebold Nixdorf $DBD +34.76% since trading initiated on August 14th 2023"
X Link 2023-12-19T20:22Z [----] followers, [----] engagements
"In each case the shares moved higher after a wave of selling following the relisting. Want to see who else is on the verge of relisitng We have [--] names in the Bankruptcy Monitor pending relisting. Sign up for a free trial: (No credit card required)"
X Link 2023-12-19T20:22Z [----] followers, [---] engagements
"What better way to start [----] than with a little contrarianism We became intrigued when one of our subscribers sent us over the fund flows for a true left for dead country. CHINA"
X Link 2024-01-02T19:27Z [----] followers, [----] engagements
"Since the end of [----] Chinese stocks are down -15% vs +26% for the S&P [---] and well the flows reflect that. Yes we know. 1) Its the graveyard of all successful stock pickers 2) A black box offinancials 3) Weve heard this story before That said it is truly washed out"
X Link 2024-01-02T19:27Z 10.2K followers, [---] engagements
"We noted a few weeks back that buybacks have been the key factor in outperformance over the past few years. Even beating out the momentum factor (see buybacks in white and momo in blue below)"
X Link 2024-02-12T18:49Z 10.2K followers, [---] engagements
"C-suites arent dumb and are leaning in (their comp depends on it.) realizing that active fund managers will no longer find their cheap stock and bid it too intrinsic. Cheap stocks will continue to get cheaper as active gets replaced with passive flows"
X Link 2024-02-12T18:49Z 10.2K followers, [---] engagements
"There is a reason why we focus so much of our energy on buybacks at KEDM. Not only are they catalysts to unlock value on single stocks they are a theme in itself and highly reflexive"
X Link 2024-02-12T18:49Z 10.2K followers, [---] engagements
"Saudi's production slowdown hurt offshore OFS stocks this month but are the Saudis really enough to upend the offshore bull market @charlesbonnerjr and @hkuppy say "no" and discuss the risks they do see. Watch the full interview with a FREE trial:"
X Link 2024-02-17T15:49Z 10.2K followers, [----] engagements
"A new issue of KEDM is live This week we dive into.The Eiffel Tower Go track your copy down and read up 👇👇👇"
X Link 2024-02-18T13:57Z 10.2K followers, [----] engagements
"Not quite. Major physical #uranium vehicles are down over 20% in the same period and have pushed prices so far that some are trading at over 15% discounts to NAV"
X Link 2024-03-06T15:08Z 10.4K followers, [----] engagements
"Even the equities traditionally thought of as giving torque to the spot price are fairing better in this selloff. $URA is only down around 11% over the same period"
X Link 2024-03-06T15:08Z 10.4K followers, [----] engagements
"We're making a lot of improvements to the KEDM Discord server including introducing geographic hubs so our subscribers can meet up IRL The NYC Hub had our first official meetup last night .with a few fintwit celebs @PauloMacro and @JackFarley96"
X Link 2024-03-07T19:46Z 10.4K followers, 39.5K engagements
"So far we've had KEDM meetups in London and NYC with Miami/Puerto Rico the likely next spots. Toronto and DFW are close behind. It's great to meet IRL and put a face to the screen names but everybody agreed. The big value is the conversation happening in Discord itself"
X Link 2024-03-07T19:46Z 10.3K followers, [---] engagements
"While [--] days isnt exactly a trend itsworth noting. Was a pullback inevitable after a huge up move Sure. Were a bunch of Bitcoins bought ahead of the ETF approval only to be dumpedHave these salesfinally stopped the crypto advance"
X Link 2024-03-25T15:50Z 10.3K followers, [----] engagements
"We highlighted this podcast from @Convertbond and @JackFarley96 in the Friends of KEDM section of our Monday Monitor this week. Needless to say we're inline with his views on a second wave of inflation and rotation to hard assets. https://youtu.be/8mv2R42N3LQsi=n4UJQ50K7QO_TnFD&t=178 https://youtu.be/8mv2R42N3LQsi=n4UJQ50K7QO_TnFD&t=178"
X Link 2024-04-02T18:25Z 10.3K followers, [----] engagements
"Is price driving flows or flows driving price Last week we highlighted this table from @FarsideUK showing [--] straight days of #BTC ETF outflows. The next [--] days almost entirely reversed those outflows as BTC poked back above $70000. Date here: https://farside.co.uk/p=997 https://farside.co.uk/p=997"
X Link 2024-04-03T14:43Z 10.3K followers, [----] engagements
"When it comes to gold and gold miners @RealDougCasey has seen it all With #gold recently making ATHs while gold miners have lagged we think speculators are still late to the party"
X Link 2024-04-10T15:45Z 10.4K followers, [----] engagements
"Thats why @hkuppy is hosting @RealDougCasey for a special KEDM members only happy hour looking at #gold gold miners and natural resources on Friday April 12th Sign up for a FREE Trial to get access: (No credit card required) https://link.kedm.com/DougCaseyHH https://link.kedm.com/DougCaseyHH"
X Link 2024-04-10T15:45Z 10.4K followers, 35.3K engagements
"Doug's top [--] books (that he didn't write) are. 1)HenryHazzlits Economics in One Lesson 2)Ayn Rands The Virtue of Selfishness 3) "The Market for Liberty by Linda and Morris Tannehill"
X Link 2024-04-15T18:10Z 10.4K followers, [---] engagements
"Doug has developed his [--] Ps of Resource Speculation over his career. Of all the Ps the mostimportant P is People. He has had tremendous success following good people who are consistent winners like Robert Friedland and the Lundin Family"
X Link 2024-04-15T18:10Z 10.4K followers, [---] engagements
"The Western media'scharacterization of Milleiand of his lack of support in Argentina is complete andtotal crap. The average Argentinian is willing to take the pain that comes with a hard economic reset like this. Economic pain is all they have known for the last 20+ years"
X Link 2024-04-15T18:10Z 10.4K followers, [---] engagements
"Doug famously invested in Cyprus after their banks failed. Today he spends a lot of time in Argentina and doesnt see anything with betterpost crisis risk reward potential and value and he likes the NYSE listed RE companies"
X Link 2024-04-15T18:11Z 10.4K followers, [---] engagements
"After years of economic crisis and massive inflation Argentine stocks were trading at rock bottom prices"
X Link 2024-04-29T18:22Z 10.6K followers, [---] engagements
"But as we like to say at KEDM cheap stocks tend to stay cheap. So why did we add it to our inflection list There is a saying that in Argentina they have an economic crisis once a decade and the crisis usually lasts 10-years. Eventually something has to change"
X Link 2024-04-29T18:22Z 10.4K followers, [---] engagements
"A new issue of KEDM is LIVE This week our analyst returns from Kazakhstan to update us on the Uranium theme.#uranium #U308 Be sure to track your issue down 👇👇👇 https://link.kedm.com/kedmislive https://link.kedm.com/kedmislive"
X Link 2024-05-05T13:58Z 10.5K followers, 28.3K engagements
"One of the Events we highlighted in our weekly monitor: $UA updates new CEO Kevin Planks compensation plan stipulating that over 80% of his total compensation in FY25 will be contingent on the shares reaching $13 over the next four years. The total at-risk compensation consists of [--] million shares of stock with a grant date fair value of $8.26m"
X Link 2024-06-17T17:15Z 10.6K followers, [----] engagements
"During our latest "All About the Macro" Happy Hour Kuppy @hkuppy and Paulo Macro @PauloMacro covered many topics including the US dollar in the next recession. Watch the clip and sign up for the full interview at http://www.kedm.com http://www.kedm.com"
X Link 2024-07-03T14:54Z 10.6K followers, 14K engagements
"Is the market overvalued or are we all missing the big picture"
X Link 2024-07-14T16:22Z 10.6K followers, [----] engagements
"What took the multiples down in Brazil"
X Link 2024-07-17T17:33Z 10.6K followers, [----] engagements
"As KEDM is positioned for an inflationary regime the Project Zimbabwe Happy Hour we had last year with Kuppy @hkuppy and Erik @erik_ywr has only gained relevance. Sign up 'free' for a full interview at "Banks buying toasters as an inflation hedge" http://www.kedm.com http://www.kedm.com http://www.kedm.com http://www.kedm.com"
X Link 2024-07-25T12:30Z 10.6K followers, [----] engagements
"Understanding Asset Allocation in Sovereign Wealth Funds via @YouTube https://youtu.be/tG8ZYd3Nlswsi=IacYY-a4KdQcw_Ra https://youtu.be/tG8ZYd3Nlswsi=IacYY-a4KdQcw_Ra"
X Link 2024-08-20T12:22Z 10.6K followers, [----] engagements
"Our next Happy Hour - "Year of the Dragon" will be between @hkuppy and @gave_vincent. Louis-Vincent Gave is our go-to expert on all things China and macro. Mark your calendar for October [--] at 5:15 pm. An interactive live Q&A will follow the event"
X Link 2024-10-22T17:00Z 10.7K followers, 13.2K engagements
"In this week's CEO Change Monitor $DOUGs CEO and Chairman retires at [--] and is replaced by a board member. Should be no surprise to anyone why this name is down but recent survival actions include a cap raise and cost cutting. Times have even gotten so tough that they were forced to get rid of the Company PJ"
X Link 2024-11-01T18:10Z 10.6K followers, [---] engagements
"In this week's Buyback Monitor Las Vegas Sands $LVS has been ramping up activity in the TTM with just over $1.8B purchased (5%) and topped it off with another $2b announcement (5%)"
X Link 2024-11-01T18:10Z 10.6K followers, [----] engagements
"We had a lot to cover in our Weekly Monitor: Election Bitcoin offshore and "Project Zimbabwe". Sign up for our Weekly Monitor or start your free trial here: http://www.kedm.com http://www.kedm.com"
X Link 2024-11-06T14:04Z 10.6K followers, [----] engagements
"In this week's Priced Secondaries Monitor: $BA popped their anticipated $16b offering (plus $5b in depository receipts) for a cool $21b. With fresh capital a fresh CEO (who spends his time in the factory) dismantling their famous DEI program and the strike eventually ending maybe this raise marks the bottom for an eventual re-rate"
X Link 2024-11-06T14:04Z 10.6K followers, [----] engagements
"Plug in for a friend of KEDM Quarterly fund letters have been one of the best sources to peek into what money managers are looking at. Buyside Digest @buysidedigest has made the fund letter and ticker tracking seamless. Start tracking at for FREE http://www.buysidedigest.com http://www.buysidedigest.com"
X Link 2024-11-12T16:47Z 10.6K followers, [---] engagements
"In this week's Announced Buyback Monitor: Marathon $MPC took in yet another $2.7B in the Q and is up to over $10B in the TTM. They topped off their existing program by $5b and have $8.5b teed up. Worth noting they are sitting as number [--] on the Buyback Leaderboard as well"
X Link 2024-11-12T16:47Z 10.6K followers, [---] engagements
"It's time for an update on the eve of Turkey Day Reminder: Sign up for our Weekly Monitor or start your free trial here: Regular KEDM readers have likely picked up on our growing bullishness for some specific EMs. We all know the chart by now but the US is stretched as NVDA and MSTR prop up the whole market. And as DMs become EMs emerging markets should see a flip in fund flows with EMs finally emerging. http://kedm.com http://kedm.com http://kedm.com http://kedm.com"
X Link 2024-12-02T14:13Z 10.6K followers, [----] engagements
"Cluster Insider Buy Monitor: Not a cluster but a director bought $102K worth at Advance Auto Parts. $AAP recently entered into a cooperation agreement with ThirdPoint and Saddle Point Management (appointed three new directors) and entered into a definitive agreement to sell Worldpac to Carlyle for $1.5 billion in cash. Burrys firm owned some AAP in late [----] and early [----] per Scions 13-Fs"
X Link 2024-12-02T14:13Z 10.6K followers, [----] engagements
"In any case were increasingly convinced that the top is now in for US equity markets. The only question is; if we grind lower like in [----] or we get real fireworks on the way down. Weve tightened up our stops on our shorts and going to let it ride With that in mind its worth mentioning what were buying"
X Link 2025-01-14T12:35Z 10.6K followers, [---] engagements
"In this week's CEO Turnover monitor: Derek Chang an NBA and linear media vet will replace John Malone and take over the reins at $FWONK. Changs stint notably includes spearheading the NBAs expansion into China as CEO of NBA China from [----] [----]. With Formula One expanding and Chinese autos in world domination mode could a Chinese F1 team be around the corner"
X Link 2025-01-14T12:35Z 10.6K followers, [----] engagements
"Below is the short clip from our Happy Hour on #SoftBank #Trump & the Meme Top of #AI. We couldnt have picked a better time to get our friend Le Shrub @agnostoxxx on the horn He was right there with us on calling the top as we headed into a macro dreamscape. Join us with our next Happy Hour - "Golden Age of Grift" with Kuppy @hkuppy and @agnostoxxx https://t.co/w1ZKGDio5z We couldnt have picked a better time to get our friend Le Shrub @agnostoxxx on the horn He was right there with us on calling the top as we headed into a macro dreamscape. Join us with our next Happy Hour - "Golden Age of"
X Link 2025-04-02T11:52Z 10.6K followers, [----] engagements
"In this week's CEO Turnover monitor: The CFO has replaced the CEO at the water pipe distributor Core and Main (CNM) effective immediately. This has been a laggard since PVC pricing broke down and Trumps election took the wind out of infrastructure spend but is worth keeping an eye on should his administration decide that infrastructure is still something worth having"
X Link 2025-04-03T15:28Z 10.6K followers, [---] engagements
"13D and Activist Monitor: FT reports that activist Elliott takes 5% stake in German Energy group RWE. One of EUs largest power producer (and a name Le Shrub mentioned on our Happy Hour) RWE has been vocal on cutting Offshore Wind and other renewable investments and thinks could save $10bn in CAPEX. Elliott initially took a stake last year in November and we will likely hear more about their engagement with the company"
X Link 2025-04-03T15:28Z 10.6K followers, [---] engagements
"As noted many times $MAGA is NOT bullish for risk assets. Just go re-read our past [--] months of commentary (or youll get the gist just based on the titles: Bear Porn The Bell Is Ringing More Bear Porn Mean Reversion is Imminent Where Did the Margin Go TINA Died in 2025)"
X Link 2025-04-10T12:52Z 10.5K followers, [---] engagements
"Cluster Buy Monitor: The new CEO at $WOOF who was previously the CEO at $FIVE purchased almost $5m of shares in the open market. Dont forget that he received a $15m one-time equity incentive upon taking the helm"
X Link 2025-04-10T12:52Z 10.5K followers, [----] engagements
"13D and Activist Monitor: #MAGA activist campaign continues at #US Steel. At the start of the week activist #Ancora published a presentation detailing their plan (enjoy the [---] slides as Sunday reading). Shortly after U.S. Steel management came out firing at activist Ancoras strategic plan calling it inconsistent unrealistic and self-serving"
X Link 2025-04-18T11:14Z 10.5K followers, [----] engagements
"Strategic Alternatives Monitor: For those of you are not familiar with the story #Harley Davidson got a new CEO in [----] #Jochen Zeitz who has been pushing the company closer towards inclusion LGBTQ friendly woke concepts. Take a look at the stock chart to see how that worked out. But things may be turning. First we heard $HOG is abandoning $DIE/Wokeism"
X Link 2025-04-18T11:14Z 10.5K followers, [----] engagements
"Notice the pattern Once you see a chart you sometimes struggle to un-see it This is the Naz during the [----] tech bubble. A smash then consolidate then leak lower until the real selling starts. Whats interesting is that the intermission between the crash and the real selling is about [--] months. Those are the hardest six months of a bears life. The economic data is still strong. All your friends are buying the dip like lunatics. You cant short it because its very whippy and wild. You cant buy it because you know whats coming next. All you can do is stand asideor at least you should"
X Link 2025-05-08T15:57Z 10.6K followers, [---] engagements
"Announced Buyback Monitor: MGM continues to hammer the buy button with another $2B program (20%). They purchased $489m in Q1 and $1.3B in the TTM and have shrunk the share count by 43% since [----]. Worth noting they are #23 on the buyback leaderboard"
X Link 2025-05-08T15:57Z 10.6K followers, [---] engagements
"It is damn hard sitting on our hands We have no keen insights on the #China/#US negotiations or any country trade deals that will move the market 200bps on a tweet thats not our game. Its easy to make money but damn hard sitting on our hands (and even harder having a weekly publication with nothing to say) With that in mind we are going to shut off our screens and step off the desk for the next few weeks so we dont do something stupid and get dragged back into ramping exposure"
X Link 2025-05-13T12:58Z 10.5K followers, [----] engagements
"Buyback Monitor: The fert play $CF keeps hammering the buy button finishing up the Q with $434m bought and $1.6B in the TTM with a fresh $2 program just announced (15%). Worth noting they are number [--] on our leaderboard"
X Link 2025-05-13T12:58Z 10.5K followers, [---] engagements
"13D and Activist Monitor: Drama continues at #HarleyDavidson small win for H Partners as two independent proxy advisory firms Glass Lewis and Egan-Jones backed came out in support of the activist recommend vote WITHHOLD on CEO #JochenZeitz and directors #ThomasLinebarger and #SaraLevinson at the upcoming Annual Meeting of Shareholders. This comes after ISS recommended shareholders to vote FOR ALL the director nominees. #AGM May 14th"
X Link 2025-05-13T12:58Z 10.5K followers, [---] engagements
"The next few weeks may be a bit dull around here The next few weeks may be a bit dull around here. We remain convinced that the best strategy is to step away and await the US equity market crash. #KEDM is long overseas markets (theyre working) were long gold (its working) and not much else is working in US markets besides #Ponzi. The only mildly interesting event for us this week is combing through the #13Fs as the deadline was this past week. Yes its stale especially after it printed pre-Liberation. That said we always scroll through to get a sense"
X Link 2025-05-20T12:58Z 10.6K followers, [----] engagements
"Announced Buyback Monitor: $DXLG picked up $14m in the TTM. Pretty sizeable against their dumpster fire of a mkt cap now at $65m. Worth noting that activist PLP Funds/Fund [--] continues to circle this name and still has an outstanding $3/sh offer still out there for a 145% premium.Guessing that gets restruck"
X Link 2025-06-04T12:59Z 10.7K followers, [----] engagements
"This market is making less and less sense Honestly I check in each day and this market is making less and less sense. Seriously between the DJT/Elon pissing match the grift in SPACs CRCL IPO SBET secondary and Trump & Co issuing a branded crypto wallet what year are we in We gotta be getting close Turning to KEDM given its quiet on the macro/thematic front for us we have been focused on improvements on the data and analysis side. With the addition of a new analyst we will be re-launching our Spin Report alongside a Monitor to track the more interesting ED trades through their life cycle"
X Link 2025-06-12T04:38Z 10.6K followers, [----] engagements
"13D Monitor: Still waiting on the Company response over at TURN. This week Marlton issued a public letter demanding a date for the vote on the proposed merger. They criticized the board for delaying the vote by over [--] months and for incurring $67 M in transaction costs (16% of Q1 NAV)"
X Link 2025-06-12T04:38Z 10.6K followers, [----] engagements
"M&A Monitor: CVGW caught a non-binding conditional for $32/sh (16% spread). Worth noting that CEO Lecil Cole and other insiders had a flurry on buying activity a couple months ago in the mid 20s too"
X Link 2025-06-18T09:48Z 10.6K followers, [----] engagements
"CEO Changes Monitor: Home of the Pizookie BJs Restaurant (BJRI) goes internal and names Lyle Tick current President and Chief Concept Officer to replace former CEO and Exec Chair Rob Katz at the helm. Tick was formerly the CEO of On the Border and served as an executive at Buffalo Wild Wings. BJRI recently signed a Cooperation Agreement with Ron Shair the founder of Panera and current Chair of the Board at CAVA in which he stated that he was impressed by Mr. Ticks vision and strategy"
X Link 2025-06-18T09:48Z 10.6K followers, [----] engagements
"Just signed on did anything happen this weekend Remember how the market was hyper focused on tarriffs [--] months ago as correlations hit [--]. Did we solve that one yet Asking for a friend. Now fintwitters are all experts on Fordow and the Stait of Hormuz. Tarrifs are a sideshow. Funny how that works. But one day even the Ayatollah will be a sideshow to the main event. When the real vigilantes (e.g. the bond vigilantes) arrive on the scene Iran and trade deals will be a distant memory as CNBC provides 24/7 coverage of Markets in Turmoil as the credit crisis infects the entire financial system"
X Link 2025-06-25T01:26Z 10.6K followers, [----] engagements
"Lets talk about QE Lets talk about QE. You all think its done. You may even think were doing QT today. You see they did too much QE when they were using the printing press to fight germs (remember ow fun that was). Then they flipped to QT but that excess QE got stored up in the Reverse Repo (RRP). You can see the bulge of deferred QE and how its deflated starting in [----]. Despite the Fed doing QT the net liquidity from the RRP has been more than offsetting the QT hence why equities keep levitating"
X Link 2025-07-02T10:27Z 10.6K followers, [----] engagements
"Cluster Insider Buy Monitor: The CEO and most of the Board at the small-cap machine tool manufacturer Hurco (HURC) have picked up over $200k in the last couple weeks. Down around 50% from its peak and trading close to GFC multiples with a net cash balance sheet"
X Link 2025-07-02T10:27Z 10.6K followers, [----] engagements
"A quick reminder and a new theme this week Before we jump in a quick reminder that we will be hosting our KEDM Financials Happy Hour on August [--] at 4:15 with Derek Pilecki the absolute ax in this niche. Trump will ultimately get his way and smash Fed Funds to 1%. This will create a ton of opportunity if you look in the right places. Turning to the markets this week we decided to invite our very good friend Roderick van Zuylen aka RooJoo to these KEDM pages to discuss a new theme. You may recognize the name as Roojoo is quite active in the Discord (@roojoo) and on Fintwit (@roojoo3). And"
X Link 2025-07-23T10:27Z 10.6K followers, [----] engagements
"@DanielSLoeb1 @DanielSLoeb1 couldnt agree more That why we track over [--] events most of which are in Joels classic. DM us or check out http://KEDM.com http://KEDM.com"
X Link 2025-08-04T01:36Z 10.6K followers, [----] engagements
"@gatorcapital CEO Changes Monitor: Shenandoah Telecommunications (SHEN) announces that its current CEO will transition to Executive Chairman and be replaced by the current President. Down about 60% from the highs this name has seen steady buying by its 10% PE owner so far this year"
X Link 2025-08-06T11:43Z 10.7K followers, [----] engagements
"CVR Monitor: Fundamental Global FGF soon to be FG Nexus Inc. is spinning off its legacy operating businesses into a newly formed FG CVR Trust. Shareholders of record as of August [--] [----] will receive nontransferable CVRs including an initial $10.00 per share cash distribution expected in September [----]. The Trust holds assets valued at over $30.00 per common share and is expected to make additional cash or in-kind distributions over time with a significant portion of the CVR payment tied to the multi-billion-dollar IPO of Firefly Aerospace. Meanwhile FG Nexus retains roughly $5.00 per share"
X Link 2025-08-06T11:43Z 10.7K followers, [----] engagements
"Turning Points & Big Themes As an FYI we got the video recording from last weeks Happy Hour with Gator Capitals Derek Pilecki up on the website. For those that missed the live session its definitely worth watching as he knows his niche. Moving over to thematics a few weeks ago we introduced a good friend Roderick van Zuylen (@roojoo3) of NightWatch Capital to these pages who gave us the run down on some long vol plays in a Trump/tariff world. As mentioned hes next on our list to join us for a Happy Hour to discuss his thematics on Friday August 22nd at 4:15 PM EST. Save the date for now"
X Link 2025-08-14T12:58Z 10.6K followers, [----] engagements
"Cluster Insider Buy Monitor: Specialty chemical company Olin (OLN) had a VP purchase 20k shares. The VP has only been with the company for four months but back in February Olins new CEO (in the role for about a year) purchased [----] shares. This is the first time multiple insiders have purchased within a year of each other since 2020"
X Link 2025-08-14T12:58Z 10.6K followers, [---] engagements
"SPECIAL ANNOUNCEMENT For only the second time ever we are opening up our exclusive KEDM Happy Hour to non-subscribers FREE of charge and no strings attached On Friday at 4:15 EST @hkuppy will be sitting down with Night Watch Capitals founder and CIO Roderick van Zuylen (aka @RooJoo3). A Day [--] KEDM subscriber and seasoned value investor RooJoo will dive into thematics ED and how he builds ideas off KEDM. Register below 👇👇👇 http://bit.ly/45Vxacf http://bit.ly/45Vxacf"
X Link 2025-08-19T13:17Z 10.7K followers, 67.7K engagements
"@roojoo3 also just dropped his SECOND new theme to KEDM clients this week. Be sure to sign up below to read 👇👇👇 https://kedm.com/ https://kedm.com/ https://kedm.com/ https://kedm.com/"
X Link 2025-08-19T13:17Z 10.7K followers, [----] engagements
"And to prep for Friday's Happy Hour head over to our friends at @buysidedigest (aka "BSD") to read all of RooJoo's letters. https://www.buysidedigest.com/funds/night-watch-investment-management/ https://www.buysidedigest.com/funds/night-watch-investment-management/"
X Link 2025-08-19T13:17Z 10.7K followers, [----] engagements
"KEDM Happy Hour SPECIAL ANNOUNCEMENT For only the second time ever we are opening up our exclusive Happy Hour to non-subscribers FREE of charge and no strings attached On Friday at 4:15 EST Kuppy will be sitting down with Night Watch Capitals founder and CIO Roderick van Zuylen (aka @RooJoo3). A Day [--] KEDM subscriber and seasoned value investor RooJoo will dive into thematics ED and how he builds ideas off KEDM. To prep for next weeks call its worth heading over to our friends over at BuySide Digest (aka BSD h/t Salomon Brothers) to peruse all of RooJoos old letters at Buyside Digest. Kuppy"
X Link 2025-08-20T10:58Z 10.7K followers, 20K engagements
"From short long on $HOOD 📈 @GatorCapital shares why he flipped bullish: cost cuts new products and limited downside at $8/share. Clip from our Happy Hour w/ @hkuppy We want to thank Derek for Happy Hour to chat all things Financials We want to thank Derek for jumping on this months Happy Hour to chat all things Financials Was a great episode and we learned a lot We urge everyone to shoot him a follow at @GatorCapital and sign up for his https://t.co/nlxDDyXKPr We want to thank Derek for Happy Hour to chat all things Financials We want to thank Derek for jumping on this months Happy Hour to"
X Link 2025-09-10T15:30Z 10.7K followers, 34.1K engagements
"From Yoga Pants to Oil Rigs: Supply Demand and the Bruised-Toe Test of Real Assets In equities people obsess over product launches management changes or Fed policy pivots (and Reddit threads) but ultimately it comes back to supply and demand. Think of Lululemon ten years ago if you wanted some athleisure there was only one place to get it. LULU being the first on this trend had a monopoly on supply and capitalized on it appropriately. They sold these products at huge mark ups with little advertising and ran zero sales or discounts resulting in fat profit margins. If you were long during this"
X Link 2025-09-18T11:43Z 10.7K followers, [----] engagements
"The signs that an IPO window may be closing We just got off the plane from a VERY long couple of weeks of client meetings plus the Pareto Offshore Conference over in Oslo. While in the air we got caught up with a ton of Substack reading and one that caught our attention was from our good friend Paulo Macro. What happens when the supply of paper begins to overwhelm the demand for new issue When the IPO pop isnt sustained and deals begin to break pricing What happens when the window slams closed And what happens when all the insiders/PE shares unlock We traded this theme in the early 2000s and"
X Link 2025-09-25T11:43Z 10.7K followers, 13.8K engagements
"2) On 10/24 @hkuppy wrote: .consolidations in the squeezes likely indicate continuations in $GME and $DDS where short interest is in excess of shares out. Our Squeeze List continues to create unusual alpha. In particular high IV makes put writing unusually attractive"
X Link 2021-01-21T19:33Z 10.9K followers, [--] engagements
"3) Since that date $DDS has rallied over 65% with limited drawdowns:"
X Link 2021-01-21T19:33Z 10.9K followers, [--] engagements
"A new issue of KEDM was just released We touch on some Macro themes (can you guess the chart below) and some single stocks/Event Driven names caught our eye like $WFG $TWTR $GRPO and $RAD. Go track your issue down to read our thoughts. @hkuppy"
X Link 2022-04-23T21:15Z 11K followers, [--] engagements
"Here's the kicker - On top of all that the board also awarded her $18 million of restricted stock that she would receive regardless of how long she served as CEO. Strange Let's not forget she herself was running the board"
X Link 2023-03-07T16:08Z 10.8K followers, [---] engagements
"Would this have happened if there was an activist or shareholder representative on the board @DanielSLoeb1 of @ThirdPointLLC a multi strategy hedge fund who owns 6% + of $BBWI and has a proven track record of taking activist positions doesn't think so"
X Link 2023-03-07T16:08Z 10.8K followers, [---] engagements
"Our most controversial monitor Meet our 13D and Activist Notes Monitor This is where you'll find stories that often seem like movies. Underdogs villains good guys and ACTION Here's just a few of the companies we highlighted this week - $NNDM $ONTF $BAYN $MAGT 👀"
X Link 2023-03-17T17:06Z 11K followers, [----] engagements
"What stock would you buy and hold for life"
X Link 2023-04-01T14:35Z 11.1K followers, 15.9K engagements
"Want to see even more Let's go 1/10 First up - $CATC: Insiders bought $171k on behalf of their trusts"
X Link 2023-05-09T21:17Z 11K followers, [----] engagements
"2/10 $CVCY: [--] Different EVP's + [--] Directors bought in the last [--] days. CEO purchased on 4/28/23. Total: $359k"
X Link 2023-05-09T21:17Z 11K followers, [----] engagements
"5/10 $NRIM: Quite a bit of action here. CEO CFO + [--] Directors have bought 327k over the last [--] days"
X Link 2023-05-09T21:17Z 11K followers, [----] engagements
"6/10 $OBNK: [--] executives + [--] Directors picked up shares in the last [--] days. Total: $280k"
X Link 2023-05-09T21:17Z 11K followers, [----] engagements
"7/10 $QCRH: CEO + Director scooped up $79k"
X Link 2023-05-09T21:17Z 10.9K followers, [----] engagements
"8/10 $FSBC: $366K of stock purchased by insiders over the last week"
X Link 2023-05-09T21:17Z 10.9K followers, [----] engagements
"1/ 🚀 Big news from #AutoZone Inc. (NYSE: $AZO) The company's Board of Directors announced a further $2.0 billion in share repurchases as part of its ongoing buyback program. Let's take closer look at this one 🧵👇"
X Link 2023-06-21T16:39Z 11.1K followers, [----] engagements
"💥 Chart of the Week 💥 1/8 🧵 Controversial developments around Chinook Therapeutics ( $KDNY). - Flagged in three monitors this week Newsletter short M&A and CVR. The company is set to be acquired by Novartis ( $NVS) at $40.00 a share plus a $4.00 per share CVR"
X Link 2023-06-22T19:11Z 11.1K followers, [----] engagements
"Question of the day. Where do you see the single biggest opportunity in event driven investing right now Interested to hear from you guys on what types of events you think are being mispriced and why"
X Link 2023-07-20T15:20Z 11.1K followers, 12.8K engagements
"Whats your highest conviction trade right now"
X Link 2023-07-22T10:00Z 11.1K followers, 70.8K engagements
"What is Event-Driven investing and why should you care There dozens of these types of events every week How are you keeping track of them all Sign up for a 28-day free trial to track 25+ different events: (No credit card required) https://link.kedm.com/EventDriven https://link.kedm.com/EventDriven"
X Link 2023-12-19T20:22Z 11.1K followers, [----] engagements
"We discussed Bankruptcy Emergence in the clip above. Let's look at the performance of some relistings we flagged at KEDM in [----] (in order of relisting date) 1) Talen Energy $TLNE +33.33% since trading initiated on June 2nd 2023"
X Link 2023-12-19T20:22Z 11.1K followers, [---] engagements
"Strategic Alternatives Monitor: $Jack in the Box announced earnings and unveiled the Jack on Track program. Company will be closing down [---] to [---] underperforming locations while also seeking strategic alternatives for #DelTaco"
X Link 2025-05-01T13:58Z 11.1K followers, [----] engagements
"Announced Buyback Monitor: #LasVegas Sands $LVS continues to hammer the buy button (as they have since Q4 2023) with another $450m bought in this Q (well over $2b since their program began). They reupped to $2B and are re-focusing on buybacks as the $HBU and most accretive lever to pull and dropping their bid for a casino license in NYC. https://twitter.com/i/web/status/1917941645296681421 https://twitter.com/i/web/status/1917941645296681421"
X Link 2025-05-01T13:58Z 11.1K followers, [----] engagements
"Gone for a few weeks yet nothing changed my thinking Having been gone for a few weeks and clearing my head the end result is that nothing has changed my thinking; if anything I am more convinced that bonds will be driving the ship (and right into the iceberg). Maybe I am in an echo chamber but when one of the smartest guys in finance with access to the best real time data (i.e. Jamie) is making the rounds pounding his chest with the same narrative we should all sit up and listen (link and summary below for those that missed)"
X Link 2025-06-04T12:59Z 11K followers, [----] engagements
"Cluster Insider Buy Monitor: Vice chair Alex Hansson picked up another 100k shares of #Nordic American Tankers $NAT. Hansson family is now up to a cool 4.65m shares"
X Link 2025-06-04T12:59Z 10.9K followers, [----] engagements
"M&A Monitor: The proxy fight between the management of Dye & Durham (DND CN) and one of its largest shareholders with 11% ownership Plantro is ongoing. Plantro urges the company to hold the EGM and eventually needs to be sold in order to transfer the full value to shareholders. Reportedly the Board is evaluating options. Worth a look"
X Link 2025-07-18T11:43Z 11.1K followers, [----] engagements
"Bankruptcy Exit: WW International got off to a hot start as it floated under WGHW on 6/17 before officially wrapping up bankruptcy and listing under WW on 7/8. WW is riding GLP-1s as theyre coming out of bankruptcy especially with the recent missteps from competitors. Their capital structure might actually let them now that theyve shed $1.15bn of debt. WW emerges with $465m of new debt and equity interest holding 9% of the 10m shares outstanding. At $40/share this puts WW at $700m EV on $130m of EBITDA stated in its disclosure statement. WW does expect to be FCF positive with any cash above"
X Link 2025-07-18T11:43Z 11.1K followers, [----] engagements
"Happy Hour Notes We want to thank Roderick for joining us on Friday to chat thematics ED and KEDM. We covered a TON of ground from nic pouches to US automotive (Issue 237) to Long Vol names. As we typically do we will get the recording up on the Video section of the website later this week. In the meantime weve added the AI generated Kliff Notes at the link below. Enjoy"
X Link 2025-08-27T10:27Z 11.1K followers, [----] engagements
"M&A Monitor: TEGNA Inc and Nexstar NXST entered into a definitive agreement for NXST to acquire TGNA for $22/shr. The WSJ reports that Sinclair SBGI is floating around and considering a bid for TGNA in the range of $25-30/shr. See the Spin notes for more details"
X Link 2025-08-27T10:27Z 11.1K followers, [----] engagements
"13D Monitor: Altai Capital (5% holder) is leaning hard on covid tester OraSure OSUR upping its stake and pushing for board seats to combat the $3.50-4 stink bid that Ron Zwanziger waved in May. The boards dragging its feet and Zwanziger is seeking an adversarial path so this standoff is starting to feel like itll get nastier before it gets resolved"
X Link 2025-09-18T11:43Z 10.9K followers, [----] engagements
"Announced Buyback Monitor: Udemy UDMY announced a new $50m program (5%). They took in $150m in [----] (15%). COUR seems to be inflecting as the unemployed scramble for AI certificates. Will UDMY catch up Worth noting they replaced the CEO in March of this year too"
X Link 2025-09-18T11:43Z 10.9K followers, [----] engagements
"Cheap stocks arent enough anymore. The game has shifted its value + catalyst now. Forget cheap #telcos and #energy names theyre cheap for a reason. The edge now is value with a catalyst great businesses hitting inflection points run by owners. Clip 👇 Turning Points & Big Themes As an FYI we got the video recording from last weeks Happy Hour with Gator Capitals Derek Pilecki up on the website. For those that missed the live session its definitely worth watching as he knows his niche. Moving over to thematics a few https://t.co/NHgQerSfVl Turning Points & Big Themes As an FYI we got the video"
X Link 2025-10-13T15:36Z 11K followers, 27.5K engagements
"Everyone's portfolio is anti-fragile until Trump tweets Two months back we were at a family wedding and ran into some uncles cousins and other assorted relatives that we havent seen in a few years. As the resident financial guru they came up to us to seek advice. Except this time they didnt ask any questions. Instead they bragged about the 3x levered products they owned that were up huuuge. Many of them were up triple digits on the year and flush. They were out buying cars boats and vacation homes. It was surreal as they laughed at our meagre returns (KEDMs having an OK year sitting in a ton"
X Link 2025-10-16T11:43Z 10.8K followers, [----] engagements
"Cluster Insider Buy Monitor: The CEO and a couple of directors at Sportsmans Warehouse (SPWH) purchased $400k total last week. The CEOs only been in the seat since November [----] and has prior experience from Cabelas and HTZ. He might be turning the ship here given the price action"
X Link 2025-10-16T11:43Z 10.8K followers, [---] engagements
"13D & Activist Monitor: Chip is back at LULU. The founder took a full page out in WSJ saying his culture and product got infected by the Patagonia vest/MBAs. Yoga pants traded for Excel spreadsheets. The result he says is a company that still looks good on paper but is losing its soul having sacrificed brand power and innovation for short-term growth. Wilson calls for a reset: put product and brand back at the center bring entrepreneurial voices back to the board and stop chasing Wall Street at the expense of customers"
X Link 2025-10-16T11:43Z 10.8K followers, [---] engagements
"In the FCM space $MRX and $SNEX have quietly compounded at exceptional rates. Meanwhile OTC-heavy peers like $TCAP.LN and $BGC have lagged and the reason says a lot about how value accrues in modern markets. Clip 🎬👇"
X Link 2025-10-16T15:01Z 11K followers, [----] engagements
"Were bears on the US but abroad the themes are lining up. Expect inflections not narratives In HK we are teaming up with our good friend and fellow hedgie Roderick van Zuylen (aka Roojoo @roojoo3) for a string of management meetings and to attend a Macro thematic conference"
X Link 2025-10-30T15:29Z 10.9K followers, [----] engagements
"We just dropped this weeks KEDM Event Driven Report Our on-the-ground take from #HK/#Shenzhen + why #Macau casinos are the cleanest #China consumer play. And of course a ton of fresh actionable event-driven ideas Read now at KEDM"
X Link 2025-11-10T13:59Z 10.9K followers, 22.7K engagements
"🚀 Big moves at Honeywell $HON: Jim Currier to lead the spin-off AerospaceCo as CEO joined by Craig Arnold as chairman. With $15B in sales the new standalone HQ in Phoenix is gearing up to shape the future of aviation. Spin completion slated for 2H [----]. #aerospace #spinoff #leadership"
X Link 2025-11-10T16:39Z 10.9K followers, [----] engagements
"Brookdale $BKD pre-announced an investor day for early [----]. With a recent CEO change and activist involvement this is ticking many boxes. BKD (finally) reached positive FCF this year and is now guiding for a sustained 15% EBITDA CAGR. Senior Living Facilities are an active KEDM theme; stay tuned for updates 💪 https://twitter.com/i/web/status/1988276409257607533 https://twitter.com/i/web/status/1988276409257607533"
X Link 2025-11-11T16:03Z 11.1K followers, [----] engagements
"MSC Industrial Directs $MSM largest shareholder Mitchell continues to buy shares on the open market. Here is a rather cyclical company exposed to (uncertainty) from tariffs and whatever the government does beating estimates and returning to growth"
X Link 2025-11-12T13:49Z 11.1K followers, [----] engagements
"OneSpan $OSPN has seen a director buy shares on the open market for $600k after the dip on poor earnings. This is a company that is experiencing a strong shift in mix with software at 80% of operations. The legacy hardware business is pressuring overall results but margins are expanding and cash flow generation is increasing. Clean balance sheet business inflection insiders buying. https://twitter.com/i/web/status/1988624827331002850 https://twitter.com/i/web/status/1988624827331002850"
X Link 2025-11-12T15:08Z 11.1K followers, [----] engagements
"Two months back we were at a family wedding and ran into some uncles cousins and other assorted relatives that we havent seen in a few years. As the resident financial guru they came up to us to seek advice. Except this time they didnt ask any questions. Instead they bragged about the 3x levered products they owned that were up huuuge. Many of them were up triple digits on the year and flush. They were out buying cars boats and vacation homes. A classic telltale sign"
X Link 2025-11-12T18:28Z 10.8K followers, [----] engagements
"Dutch chat and payment platforms company $CMCOM.NA received a [-----] million all-cash takeover offer from Amsterdam-based software firm Bird. http://CM.com http://CM.com"
X Link 2025-11-13T15:09Z 10.9K followers, [----] engagements
"The idea is a chance to unite two Dutch innovation leaders to build a European AI-driven customer-service champion citing scale and efficiency benefits etc. etc. While the bid of [----] p/s is a 20% premium to the pre-deal closing price this feels like theft at 11x forward EBITDA"
X Link 2025-11-13T15:09Z 10.8K followers, [---] engagements
"Indeed last Friday rejected the offer. The stock has been hovering close to all-time lows; meanwhile the company is just starting to enjoy the fruits of its massive (and successful) cost restructuring. http://CM.com http://CM.com"
X Link 2025-11-13T15:09Z 10.8K followers, [----] engagements
"Not yet a Ch .11 stock but very close to it New Fortress Energy $NFE Inc. is considering restructuring its debt through a UK scheme of arrangement"
X Link 2025-11-14T15:37Z 11.1K followers, [----] engagements
"The UK scheme (overall cheaper than Ch. 11) would provide more value for shareholders in a restructuring. If you look closely enough at the chart you can see a tiny pop in the news"
X Link 2025-11-14T15:37Z 10.9K followers, [----] engagements
"Scion is winding down whilst my relatives are still YOLOing 3x ETFs and shopping for boats. When the Big Short guy taps out while the wedding uncles are all-in would it be the market top 👀📈🛎"
X Link 2025-11-14T15:49Z 10.9K followers, [----] engagements
"Most recently the company delayed its Q3 reporting due to negotiations with creditors. $NFE #bankruptcy_monitor https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-delays-10-q-filing https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-delays-10-q-filing"
X Link 2025-11-15T06:37Z 10.9K followers, [----] engagements
"New KEDM just published This weeks KEDM dives into the no-earnings companies of cross-border payments and highlights tons of interesting trade set-ups"
X Link 2025-11-16T16:12Z 11.1K followers, 12.4K engagements
"From Buffetts no-dividend to Bezoss no-earnings now were asking: "Can remittance players like $RELY $WISE $EEFT choose not to earn today to build an unassailable moat tomorrow""
X Link 2025-11-16T16:15Z 11.1K followers, [----] engagements
"Speaking of #China last year we sat down with Louis-Vincent Gave (@gave_vincent) for a deep dive on #Taiwan #China $BYD and more. Full discussion is on Check out the highlights here: https://youtube.com/playlistlist=PLOLu_W1ZdJfZF17MiYMWT27804Ww2guuw&si=p7f-LZPJtJDEZlJs http://kedm.com https://youtube.com/playlistlist=PLOLu_W1ZdJfZF17MiYMWT27804Ww2guuw&si=p7f-LZPJtJDEZlJs http://kedm.com"
X Link 2025-11-17T16:44Z 10.9K followers, [----] engagements
"Peter Thiels fund just dumped its entire $NVDA stake in Q3 after SoftBank cashed out too. https://www.businessinsider.com/peter-thiel-fund-nvidia-stake-sell-softbank-macro-ai-bubble-2025-11 https://www.businessinsider.com/peter-thiel-fund-nvidia-stake-sell-softbank-macro-ai-bubble-2025-11"
X Link 2025-11-17T18:09Z 10.9K followers, [---] engagements
"One look at the insider action over at Maplebear (aka Instacart $CART) and the only thing that comes to mind is yuck. And no surprises here given the disgusting SBC. That said the share price continues to drift downwards while topline growth operating leverage and FCF generation continue to be reasonable. $CART is also increasing buybacks upping its program to $2.5bn from $1bn. Thats another 14% of the market cap. Not entirely bad for 8x ev/ebitda What do you think https://twitter.com/i/web/status/1990845962919809202 https://twitter.com/i/web/status/1990845962919809202"
X Link 2025-11-18T18:14Z 11K followers, [----] engagements
"Check your inbox the new KEDM just dropped. 📬 🚩Hong Kong property deep dive 🚩The #company were stalking 🚩A pile of event-driven setups"
X Link 2025-11-23T17:19Z 10.9K followers, [----] engagements
"What differentiates $BKNG and $AMZN from meal delivery Its the stickiness of the customer. There are switching costs. There are benefits of scale and the industry winner has reached such a scale that no new entrant will ever be able to undercut it on price. In other words they reinvested cash not because it fit the typical LTV/CAC or whatever equation but because it built a moat. And talking about moats we recently discussed payments. Specifically cross-border payments or remittance. Find it all on KEDM. Every week a new theme. (oh and 150+ pages of event-driven action with actionable"
X Link 2025-11-24T17:01Z 11K followers, [----] engagements
"Director of $GOGO Charles Townsend recently picked up another heavy load of shares. Hes been slamming the buy button every time the stocks touch $7. $GOGO is moving from a near monopoly in Air-to-Ground (ATG) connectivity for business jets (i.e. WiFi on your plane) to a duopoly with Starlink thats enabled by LEO satellites. While losing a monopoly seems bad this does open up the global business aviation market and LEO satellite prices around $10-12k/month versus $3k for ATG. $GOGO recently got new management that came with the Satcom Direct acquisition. Their PSU package vests at resp. $20"
X Link 2025-11-25T14:29Z 11K followers, [----] engagements
"Akzo has been pivoting strongly towards Coatings and this move will create a major Coatings player. Coatings is where stronger growth and margins are and hopefully an overall higher valuation"
X Link 2025-11-25T17:38Z 10.9K followers, [--] engagements
"Artisan explicitly stated that it is very interested in talking to other potential buyers and it is not alone: Shapiro Capital Management has also urged the company to restructure its merger with AKZA. Worth keeping an eye on the situation given all the volatility"
X Link 2025-11-25T17:38Z 10.9K followers, [---] engagements
"Hi Daan. They came massively aggressive into [----] (as in added a ton of FTEs in H2 25). They botched a large IT integration which is a real pain for these companies (its basically your best asset). They messed up communication to investors (eg many never even heard of the IT issue before)"
X Link 2025-11-26T12:03Z 10.9K followers, [--] engagements
"@daanwwillemsen Ah yes *H2 [--]. Re IT: We chatted with them"
X Link 2025-11-26T13:16Z 10.9K followers, [--] engagements
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