Some highlights from this weekend’s Event Driven Monitor
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We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great episode and we learned a lot! We urge everyone to shoot him a follow at @GatorCapital and sign up for his quarterlies. We have read him for a decade and highly recommend!
As always, we will get the recording up asap on the video page of the website. In the meantime, let’s let AI do some heavy lifting for those that missed it live: Derek’s Background and Investment Philosophy…
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
GCEO Changes Monitor: Shenandoah Telecommunications (SHEN) announces that its current CEO will transition to Executive Chairman and be replaced by the current President. Down about 60% from the highs, this name has seen steady buying by its >10% PE owner so far this year.
CVR Monitor: Fundamental Global, FGF, soon to be FG Nexus Inc., is spinning off its legacy operating businesses into a newly formed FG CVR Trust. Shareholders of record as of August 8, 2025 will receive non‑transferable CVRs, including an initial $10.00 per share cash distribution expected in September 2025. The Trust holds assets valued at over $30.00 per common share and is expected to make additional cash or in-kind distributions over time, with a significant portion of the CVR payment tied to the multi-billion-dollar IPO of Firefly Aerospace. Meanwhile, FG Nexus retains roughly $5.00 per share NAV and is raising $200 million in a private placement to execute a new Ethereum Treasury Strategy, repositioning into blockchain and tokenization initiatives.
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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!