Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
It was great meeting more of the KEDM community in person over the past week. We had a great turnout in both Miami and Chicago, meeting over 30 KEDM’ers. Given that KEDM has been in harvest mode, we chatted a ton on economic conditions, liquidity and inflation.
For the past few months, it’s all we have discussed here at KEDM—trying to figure out the best inflecting theme to get some torque… With that in mind, we thought we’d cross the oceans and look at Japanese brokers…
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
New CEO at the broadcaster TGNA, which was a busted merger last year. Though these broadcasting businesses are in terminal decline they’re cash flowing with big buybacks and in a presidential election year. Plus, if Trump wins and sends Lina Khan to the gulag, PE might be back in the hunt for these assets…
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Friends of KEDM
- Our good friends Patrick Ceresna & Kevin Muir hosted Vincent Deluardand Kuppy in the second half in their The Market Huddle podcast – Crisis At The Core.
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!