Monday Monitor

Sure, a TON of volatility…

Some highlights from this weekend’s Event Driven Monitor

Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign up for their own ED fix right to their inbox:

NEW USERS RECEIVE A FREE 4-WEEK TRIAL


The Event of the Week

Sure, a TON of volatility but our thinking remains the same. This tariff story is an undercard to upcoming big govt credit/PE/private credit/refi/endowment unwind. We are headed into a trader and ED market (vs buy and hold) so it may get a bit quiet on the thematic commentary pages going forward, as there is not much to say until this truly unfolds.

 

Subscribe Now To Keep Reading…


Kuppy’s Tweet of the Week

 


Chart and Kliff Note of the Week

CEO Turnover Monitor: BKD is changing guards and is kicking off an executive search to replace the CEO. The new CEO will be focused on driving operational and financial improvements, capitalizing on the intrinsic value of Brookdale’s owned real estate portfolio and enhancing shareholder value by acting on Brookdale’s compelling industry dynamics and cash flow generation potential. Worth noting that Ortelius Advisors went activist last month and the Company is taking note…The silver tsunami (an old KEDM thematic) is upon us. Worth watching…


Merger and Acquisitions Monitor: The UK money printer (literally) – De La Rue PLC (DLAR LN) agreed to be acquired by Atlas Holdings for 130 pence per share. Atlas is reported to have secured 40% of the SO in the form of ‘intent to vote in favor of the deal’. Meanwhile, Edi Truell isn’t going down without a fight as he re-upped and came over the top with 132p

Subscribe Now for More Event-Driven Opportunities


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!

Subscribe Now

WANT FREE WEEKLY UPDATES?

Subscribe to our weekly email newsletter
The Monday Monitor to get free KEDM insights sent right to your inbox.

You’ll get the KEDM Event of the Week, KEDM’s Kliff Note and Chart of the Week, and our selection of the week’s best research, commentary and more from others in our Friends of KEDM section.

Name(Required)
This field is for validation purposes and should be left unchanged.