As an FYI, we got the video recording from last week’s Happy Hour with Gator Capital’s Derek Pilecki up on the website. For those that missed the live session, it’s definitely worth watching as he knows his niche – click here.
Moving over to thematics, a few week’s ago we introduced a good friend, Roderick van Zuylen (@roojoo3), of NightWatch Capital, to these pages who gave us the run down on some long vol plays in a Trump/tariff world. As mentioned, he’s next on our list to join us for a Happy Hour to discuss his thematics on Friday, August 22nd at 4:15 PM EST. Save the date for now, registration link will follow!
In preparation for his Happy Hour, RooJoo is also polishing up a new inflection/ED that we will publish next week on some “left for dead” names that may unlock with Trump in the seat. We’ve gotten a TON of value from his themes and pitches over the years, so you won’t want to miss next week’s issue….
With nothing much happening in the markets (outside of chasing the shiny things – PLTR/NVDA), let’s move on to a quick housekeeping item. In case you didn’t catch it, big news over at KEDM’s parent, Mongolia Growth Group, as we announced that a public company may not be the best structure for some public securities and a newsletter (shocker!). After a few years of trying to find a suitable operating business to vend in at a reasonable valuation, and declining to pivot into a Pet Rock Treasury Company (even if it meant trading at 5x mNAV), the Board agreed that the best course of action is a return of capital so shareholders can trade KEDM-flagged ED and themes in their own PA. Oddly enough, this may be a Canadian Venture Exchange first, as it’s one of the few times a Canadian company chose to return capital to their rightful owners, rather than blow it on some drill holes in Outer Mongolia…
If you are a shareholder of MGG, I urge you to keep your eyes open for updates over on the website as KEDM is not the venue for that.
Turning to KEDM, we are proud of the community we’ve built and think it’s been a valuable source of idea-gen and networking. Our goal was always to create a product that we wanted personally, you all just came along for the ride, and helped us scale up and scan for more opportunities. Bottomline, we still want the product, and we want to be part of it.
While the Independent Board of Directors at MGG will be running the show, having the ultimate decision, I have already had preliminary discussions with a team of fellow hedgies, and day1 KEDM subscribers, about finding it a happy home, one that will allow me to continue on with my ED, thematics and memes while sh*tposting in the Discord. A new home that would maintain the data integrity, the community and continue to flag actionable ED/themes. In essence, I want to live in the house, I just can’t own it… (compliance reasons…uggh)
So what does that mean for KEDM then? Not a whole lot. From the community/user perspective, it will mean business as usual, same Kuppy, same data, same product, same analysts, BUT with an enhanced team of owner-operator hedgies that are more focused providing new features to KEDM, more thematics, and more ED – an overall better community and a better KEDM.
If they become owners, they’ll be less constrained by all the pain-points that have held KEDM back (i.e. compliance/regulatory and my split focus of running KEDM, a pubco, and a hedge fund). They would be far better at continuing the KEDM community and growing its value to the community, while allowing me to do what I do best – memes and themes with a sidecar of ED.
We will have more soon but I wanted to alleviate any fears if any of you saw the presser. Rest assured, this is just cleaning house and restructuring. If KEDM sells it will be as-is, with me (and the current KEDM team) involved and KEDM intact…
Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. KEDM makes no recommendations whatsoever regarding buying, selling, or holding a specified security, a class of securities, or the securities of a class of issuers, and all commentary is for educational purposes only. The investment examples noted are intended to provide and example of the events and data KEDM flags each week and is not representative of typical returns generated by each event or any future returns.
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Let’s dig in…
As an FYI, we got the video recording from last week’s Happy Hour with Gator Capital’s Derek Pilecki up on the website. For those that missed the live session, it’s definitely worth watching as he knows his niche – click here.
Moving over to thematics, a few week’s ago we introduced a good friend, Roderick van Zuylen (@roojoo3), of NightWatch Capital, to these pages who gave us the run down on some long vol plays in a Trump/tariff world. As mentioned, he’s next on our list to join us for a Happy Hour to discuss his thematics on Friday, August 22nd at 4:15 PM EST. Save the date for now, registration link will follow!
In preparation for his Happy Hour, RooJoo is also polishing up a new inflection/ED that we will publish next week on some “left for dead” names that may unlock with Trump in the seat. We’ve gotten a TON of value from his themes and pitches over the years, so you won’t want to miss next week’s issue….
With nothing much happening in the markets (outside of chasing the shiny things – PLTR/NVDA), let’s move on to a quick housekeeping item. In case you didn’t catch it, big news over at KEDM’s parent, Mongolia Growth Group, as we announced that a public company may not be the best structure for some public securities and a newsletter (shocker!). After a few years of trying to find a suitable operating business to vend in at a reasonable valuation, and declining to pivot into a Pet Rock Treasury Company (even if it meant trading at 5x mNAV), the Board agreed that the best course of action is a return of capital so shareholders can trade KEDM-flagged ED and themes in their own PA. Oddly enough, this may be a Canadian Venture Exchange first, as it’s one of the few times a Canadian company chose to return capital to their rightful owners, rather than blow it on some drill holes in Outer Mongolia…
If you are a shareholder of MGG, I urge you to keep your eyes open for updates over on the website as KEDM is not the venue for that.
Turning to KEDM, we are proud of the community we’ve built and think it’s been a valuable source of idea-gen and networking. Our goal was always to create a product that we wanted personally, you all just came along for the ride, and helped us scale up and scan for more opportunities. Bottomline, we still want the product, and we want to be part of it.
While the Independent Board of Directors at MGG will be running the show, having the ultimate decision, I have already had preliminary discussions with a team of fellow hedgies, and day1 KEDM subscribers, about finding it a happy home, one that will allow me to continue on with my ED, thematics and memes while sh*tposting in the Discord. A new home that would maintain the data integrity, the community and continue to flag actionable ED/themes. In essence, I want to live in the house, I just can’t own it… (compliance reasons…uggh)
So what does that mean for KEDM then? Not a whole lot. From the community/user perspective, it will mean business as usual, same Kuppy, same data, same product, same analysts, BUT with an enhanced team of owner-operator hedgies that are more focused providing new features to KEDM, more thematics, and more ED – an overall better community and a better KEDM.
If they become owners, they’ll be less constrained by all the pain-points that have held KEDM back (i.e. compliance/regulatory and my split focus of running KEDM, a pubco, and a hedge fund). They would be far better at continuing the KEDM community and growing its value to the community, while allowing me to do what I do best – memes and themes with a sidecar of ED.
We will have more soon but I wanted to alleviate any fears if any of you saw the presser. Rest assured, this is just cleaning house and restructuring. If KEDM sells it will be as-is, with me (and the current KEDM team) involved and KEDM intact…
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Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. KEDM makes no recommendations whatsoever regarding buying, selling, or holding a specified security, a class of securities, or the securities of a class of issuers, and all commentary is for educational purposes only. The investment examples noted are intended to provide and example of the events and data KEDM flags each week and is not representative of typical returns generated by each event or any future returns.