Some highlights from this weekend’s Event Driven Monitor
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On Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s founder, Derek Pilecki. This guy knows all there is on financials and has turned out returns for decades. We are looking forward to getting some insight on some tradeable opportunities as the curve steepens in the weeks and months ahead.
To prep for next week’s call, its worth heading over to our friends over at BuySide Digest (aka “BSD” h/t Salomon Brothers) to peruse all of Derek’s old letters at Buyside Digest.
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Announced Buyback Monitor: Good to see miners finally waking up! Solid earnings over at NEM; they took in over $1B in the Q and topped off their program with another $3B (~4.4%)
13D and Activist Monitor: Tejon Ranch activist owner Strathmore Capital sent a letter to the company, urging board to allow the CEO to “implement wholesale changes in order to significantly reduce corporate waste” Strathmore also wants the former CEO (still on the board) to be sacked and they call the $1m/annual ‘consultation fee’ he receives to be an “unnecessary expense that is indicative of the widespread corporate waste at the Company”
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Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.” One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!