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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 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: