Competing against banks While we are working on the next fat thematic pitch, we wanted to look at the various...
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March 24, 2026, KEDM Lite, Vol. 7
This week’s additions and highlights 1. SPIN-OFFS Addvalue Technologies (ADDV SP). Addvalue is exploring a range of options to maximise...
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March 22, 2026, Vol. 267
From White Monkey to Project Shitadel Freddy Brick has been with Muddy Waters since 2014, but he got there in...
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March 17, 2026, KEDM Lite, Vol. 6
This week’s additions and highlights 1. SPIN-OFFS Frontier Nuclear and Minerals (FNUC US). Snow Lake recently rebranded to Frontier Nuclear...
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March 15, 2026, Vol. 266
Last week, we wrote about how the market’s unrealistic expectations of how easy it would be to reopen the Strait...
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March 10, 2026, KEDM Lite, Vol. 5
This week’s additions and highlights 1. SPIN-OFFS MiniMed Group, Inc. (MMED US). MiniMed recently started trading independently after spinning from...
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March 08, 2026, Vol. 265
It increasingly looks like Trump convinced himself that killing the top hundred guys in Iran would somehow fix Iran. It...
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March 03, 2026, KEDM Lite, Vol. 4
This week’s additions and highlights 1. SPIN-OFFS Trump Media & Technology Group Corp. (DJT US). Trump Media is considering spinning...
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Themes
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March 29, 2026, Vol. 268
Competing against banks While we are working on the next fat thematic pitch, we wanted to look at the various...
paid
March 24, 2026, KEDM Lite, Vol. 7
This week’s additions and highlights 1. SPIN-OFFS Addvalue Technologies (ADDV SP). Addvalue is exploring a range of options to maximise...
paid
March 22, 2026, Vol. 267
From White Monkey to Project Shitadel Freddy Brick has been with Muddy Waters since 2014, but he got there in...
paid
March 17, 2026, KEDM Lite, Vol. 6
This week’s additions and highlights 1. SPIN-OFFS Frontier Nuclear and Minerals (FNUC US). Snow Lake recently rebranded to Frontier Nuclear...
paid
March 15, 2026, Vol. 266
Last week, we wrote about how the market’s unrealistic expectations of how easy it would be to reopen the Strait...
paid
March 10, 2026, KEDM Lite, Vol. 5
This week’s additions and highlights 1. SPIN-OFFS MiniMed Group, Inc. (MMED US). MiniMed recently started trading independently after spinning from...