Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
We’re changing our tune a bit here at KEDM. After spending years alone in the desert thinking that Fiscal trumps everything else, and laughing at all the recession lunatics who were shorting at the lows in 2022, we now feel that our desert island is getting a bit crowded. Too many Macro bros suddenly agree with us.
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
Forward Air caught an activist as Irenic Capital took a 5% stake in company, sent a letter to company calling for a review of strategic alternatives, including a sale (Clearlake Capital already owns 14% stake). Remember, this name frequently popped up in our monitor last year as Ancora worked hard to block the debt-ridden Omni deal, where FWRD bought one of their largest customers from PE owners and detonated their stock
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Friends of KEDM
- Our friends – Kevin and Patrick of the Market Huddle had Tucker Scott from Bergen Park Capital on their podcast.
- Goehring & Rozencwajg shared the fund’s Managing Partner – Leigh Goehring’s interview on its podcast. Goehring stated that it is time to dive into commodities as they are most undervalued in market history.
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!