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The AI discussion: hardware vs software There is no escaping the AI discussion. The value bros have turned into software...

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This week’s additions and highlights 1. SPIN-OFFS Fosun International (656 HK). If you ever thought ‘I’d like to own a...

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Crooks, Crazies & Short Sellers We hosted Herb Greenberg on Kuppy’s Happy Hour, and it was a great success, with...

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This week’s additions and highlights 1. SPIN-OFFS Siemens Energy (ENR GY). Siemens Energy is rumored to be considering spinning off...

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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...

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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...

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