The Buyside Monitor aka The BSD
A low frequency but juicy strategy where the edge is government incompetence.
Let’s dig in…
Hedge fund letter season is fast approaching and we are gearing up for pages of deep value sh*tcos pitches and fancy numbers that prove being down 20% is still a win because they did it with less volatility and risk.
That said, we do get some value skimming the thoughts of the industry. There is a small subset of managers out there that still crush it and earn their fees. KEDM introduced our Letter Monitor a couple years ago to highlight some of these managers and their thoughts, but we don’t have a platform for tracking specific funds and searching specific tickers. So when a Friend of KEDM decided to run with the idea, we were all for it – with Q3 letters rolling out we wanted to pass along their beta version, aptly named “BSD”. Worth checking out and registering so you can get personalized fund/ticker alerts and their email blast…
BSD – The Buyside Digest
Start your 28-day free trial
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.