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As thematic investors, we just love distributors. It is often the most torqued way to express our view on an...

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This week’s additions and highlights 1. SPIN-OFFS Keurig Dr Pepper (KDP US). Keurig Dr Pepper finally picked a CEO for...

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Alright, there is a lot to catch up on, so let’s dig in. With earnings out of the way, the...

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Earnings season is traditionally the busiest period for us portfolio managers. Ordinary days are quite relaxed. You wake up, read...

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September 22, 2026, Vol. 30

This week’s additions and highlights 1. SPIN-OFFS Corteva (CTVA US). Good time to take a look at the upcoming Cortiva...

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September 20, 2026, Vol. 291

Specialty Chemicals Distribution (Part Deux) Last week we dove deep into a sector that very few talk about. A young...

KEDM Lite Vol. 29

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September 15, 2026, Vol. 29

This week’s additions and highlights 1. SPIN-OFFS Resonac (4004 JP). Resonac’s spin of Crasus Chemical (646A JP) is good to...

The Specialty Chemicals Distribution Industry Specialty chemical distributors are a niche sector that gets little coverage in the real world....

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