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KEDM themes, inflections and macro notes.

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Front-Vol-285
Adult Supervision
paid
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. 23-2
KEDM Lite Vol. 23
paid
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...
Front-Vol-284-2
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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Themes

Front-Vol-285
Adult Supervision
paid
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. 23-2
KEDM Lite Vol. 23
paid
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...
Front-Vol-284-2
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...