Big Themes With RooJoo
We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In…
July 20, 2025, Vol. 233
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Toll Roads
Turning to the markets, this week we decided to invite our very good friend Roderick van Zuylen, aka RooJoo, to these KEDM pages to discuss a new theme. You may recognize the name as Roojoo is quite active in the Discord (@roojoo) and on Fintwit (@roojoo3). And similar to our KEDM style, he thinks in…