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The big picture

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August 23, 2026, Vol. 287

Insane single stock vol This week, the VIX reached a new low for 2026. At the same time, single stock...

KEDM Lite Vol. 25

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August 18, 2026, Vol. 25

This week’s additions and highlights 1. SPIN-OFFS VivoPower (VIVO US). VivoPower confirmed its plan to spin Caret Digital (5:1), its...

Burning hot refiners

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August 16, 2026, Vol. 286

Burning hot refiners We’ve been swamped in earnings for the last few weeks. And oh boy, some earnings releases were...

This week’s additions and highlights 1. SPIN-OFFS Thyssenkrupp (TKA GY). Thyssenkrupp shareholders have approved the spin of TK Accelis, the...

Adult Supervision

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August 09, 2026, Vol. 285

Activism Last week, we wrote about the growing number of event-driven opportunities we are seeing in the market. We have...

KEDM Lite Vol. 23

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August 04, 2026, Vol. 23

This week’s additions and highlights 1. SPIN-OFFS Liberty Global (LBTYA US). Liberty Global completed the buyout of Vodafone’s 50% stake...

The return of ED

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August 02, 2026, Vol. 284

Discipline! Before we get started, what a difference a couple of weeks can make… Last week, we did a deep...

KEDM Lite Vol. 22

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July 28, 2026, Vol. 22

This week’s additions and highlights 1. SPIN-OFFS Valmet (VALMT FH). Valmet launched a strategic review to see if it makes...

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