March 03, 2026, KEDM Lite, Vol. 4
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February 24, 2026, KEDM Lite, Vol. 3
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KEDM Lite Vol. 3
This week’s additions and highlights 1. SPIN-OFFS Ramsay Health Care (RHC AU). Ramsay is planning to spin‑off its struggling European arm, Santé, expected Q4 26. This immediately revived the takeover angle here. By carving out the lowest‑margin, most complex part of the group, Ramsay removes the very obstacle that derailed KKR’s 2022 bid. The CEO wouldn’t…
KEDM Lite Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
February 17, 2026, KEDM Lite, Vol. 2
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KEDM Lite Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
KEDM Lite Vol. 1
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
February 10, 2026, KEDM Lite, Vol. 1
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Event-Driven trading: Index Additions / Deletions
Let’s start with some Event-Driven set-ups as we style ourselves as an E-D site first, with a side-helping energy/uranium commentary. We’ve talked a bit about index additions/deletions as there have been a few interesting deletions of deep value names, but we haven’t talked much about additions because, honestly, since Tesla back in Q4/2020, they’ve all…
March 3, 2024, Vol.166
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