Archives

Please click on a button below to jump straight to that category.
April 8, 2021

KEDM Is Hiring!!!


Dear friends, Have you ever dreamed of working in South Florida, yet never having time for the beach? Do Excel Macros get you excited? Do you enjoy reading 10-K’s until your eyes burn? Ever wanted to experience indentured servitude wages? Then we have a job for you!! The time has finally come—KEDM is hiring. There’s a lot of Alpha trapped out there and we ... Read More
Categories: General
Positions Mentioned:
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 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:
December 8, 2019

Ask Kuppy 12/07/2019


Note: We’re doing some website formatting soon and going forward “Ask Kuppy” will no longer be under the traditional “Ask Kuppy” drop-down. Instead, it will be part of the normal blog-roll. New decade coming and it’s time for AiC to catch up with modern trends in blogging… Hi – I enjoyed your article on inflation, and a lot of your work for what it’s ... Read More
Categories: General
Positions Mentioned:
November 6, 2019

My Real Vision Video…


…Yea, I know. I’m supposed to be on a vacation, but here I am, working anyway… Just for an update, I’m at the harbor in Montserrat drinking some rum. In case you weren’t aware, Montserrat is the place where a volcano blew off half the island in 1995. Don’t worry, I’ll post an update on my travels soon. In the interim, I’ve had lots ... Read More
Categories: General
Positions Mentioned:
May 24, 2019

The Future Of Hydrogen


As we all head out for the Memorial Day long weekend, most of us are focused on BBQ’s and Air Shows (I know I am). But there’s no reason to pickle your brain for 3 days without at least learning something. With that in mind, I feel compelled to share a report about the hydrogen sector written by my good friends at Capitalist Exploits. ... Read More
Categories: General
Positions Mentioned:
May 1, 2019

Berkshire Hathaway 2019


While I may have called it the “Woodstock of Crony Capitalism,” I have never ceased to be mesmerized by the Berkshire Hathaway (BRK – USA) annual meeting. Like a fly to poo, I continue to be drawn to it, even though I already know the well-worn routine; -40,000 self-assessed contrarians descend on Omaha, Nebraska to be told to buy good companies at a fair ... Read More
Categories: General
Positions Mentioned: BRK
April 2, 2019

Failure To LYFToff…


Over the past few quarters, I have become increasingly critical of the Profitless Prosperity Sector, known amongst my friends as the Ponzi Sector. Why Ponzi Sector? Because these companies have no profits yet continue to raise new capital by showing explosive revenue growth. Oddly, the more revenue they show, the more money they lose, because incremental revenue is at a negative gross margin. Many ... Read More
Categories: General
Positions Mentioned: LYFT
July 22, 2017

Who’s long Greece?


My good friend Chris, over at Capitalist Exploits has a new service named Insider Trade Alert. Needless to say, I’m a big fan. The strategy is a focus on “asymmetric risk/return scenarios” in un-followed and un-loved securities. When was the last time you even thought of Korean ship builders? When was the last time you thought that long-dated call premiums on European insurance stocks that ... Read More
Categories: General
Positions Mentioned: none
Scroll Up