January 31, 2021

Talking KEDM On Real Vision…


During one of the craziest weeks I can remember in the markets, I chatted with Max Wiethe from Real Vision about what is going on. We covered a lot of ground, including an overview of why this is a golden era for Event-Driven trading and how KEDM can help you capitalize on all of the opportunity. We also go through a few historic examples ... Read More
Categories: General
Positions Mentioned:
January 25, 2021

On Avoiding Expensive Mistakes…


Let me throw this out there; the investing game is mind-numbingly easy. You buy good businesses for less than fair value. Sure, we can all argue about fair value. There are always surprises in the future trajectory of a business. This game has some wrinkles and drama, but at the most basic level, it’s easy. In fact, done correctly, it only involves a handful ... Read More
Categories: Comments On Events
Positions Mentioned: GME
January 15, 2021

On Getting Stolen From…


Last night, a buddy texted me. (I’m going to paraphrase a bit as this is a family site) FRIEND: Kuppy, you won’t believe what those assholes did!! ME: Wait!! What?? Who?? FRIEND: They robbed us!! ME: Who?? FRIEND: Read that press release from AT… ME: Holy Shit!! Who else do we know that owns this?? FRIEND: Dunno… You wanna rally the troops and get ... Read More
Categories: Investments
Positions Mentioned: AT
January 12, 2021

KEDM.COM


Dear Friends, Over the years, I have frequently traded Event-Driven situations, dozens of which I have profitably profiled on this site. As value investing has stopped “working,” I have spent an increasing amount of my time focused on these situations, especially as the influx of retail day-traders and the growth of passive investing has led these situations to work surprisingly well. Along the way, ... Read More
Categories: General
Positions Mentioned:
January 7, 2021

Everyone Back In The Pool…


Yesterday, January the 6th, a motley band of MAGA, Antifa and what appears to be a Minotaur, entered Congress uninvited. They had no plan, no leadership, few allies and no clear agenda. They were united by anger and a desire to fix something that was obviously broken—yet impossible to fix without the buy-in of entrenched special interests. After spending a few hours pissing off ... Read More
Positions Mentioned:
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