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Free

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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...

Japanese Activism

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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...

The catch-up trade

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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...

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