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Free or Paid

Free or Paid

Free

Paid

Front-Vol-284

The return of ED

paid

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. 22-2

KEDM Lite Vol. 22

paid

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...

Front-Vol-283

Japanese Activism

paid

July 26, 2026, Vol. 283

Japanese Activism Last week we wrote about the great catch-up trade. Despite the Strait of Hormuz still looking like an...

Front-Vol-282

The catch-up trade

paid

July 19, 2026, Vol. 282

The great catch-up trade – and a further mid-year review of our themes Back in March, when the Strait of...

KEDM Lite Vol. 21-2

KEDM Lite Vol. 21

paid

July 07, 2026, Vol. 21

This week’s additions and highlights 1. SPIN-OFFS Midera Food Processing (MFP US). Flagging the upcoming spin-off of Middleby’s Food Processing...

Front-Vol-281

Keep on spinning

paid

July 05, 2026, Vol. 281

Spin-offs We’re taking a short break from our thematic review series because spin-off season is upon us. In just the...

KEDM Lite Vol. 20-2

KEDM Lite Vol. 20

paid

June 30, 2026, Vol. 20

This week’s additions and highlights 1. SPIN-OFFS Mobility Global (MBGL-W US). Mobility Global began trading when‑issued, and we’re keeping an...

Front-Vol-280

Mid-Year thematic review (part deux)

paid

June 28, 2026, Vol. 280

Our midyear thematic review – continued After almost 4 months of closure, traffic through the Strait of Hormuz appears to...

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Themes

Front-Vol-284

The return of ED

paid

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. 22-2

KEDM Lite Vol. 22

paid

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...

Front-Vol-283

Japanese Activism

paid

July 26, 2026, Vol. 283

Japanese Activism Last week we wrote about the great catch-up trade. Despite the Strait of Hormuz still looking like an...

Front-Vol-282

The catch-up trade

paid

July 19, 2026, Vol. 282

The great catch-up trade – and a further mid-year review of our themes Back in March, when the Strait of...

KEDM Lite Vol. 21-2

KEDM Lite Vol. 21

paid

July 07, 2026, Vol. 21

This week’s additions and highlights 1. SPIN-OFFS Midera Food Processing (MFP US). Flagging the upcoming spin-off of Middleby’s Food Processing...

Front-Vol-281

Keep on spinning

paid

July 05, 2026, Vol. 281

Spin-offs We’re taking a short break from our thematic review series because spin-off season is upon us. In just the...

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