KEDM Lite Vol. 1
This week’s additions and highlights 1. SPIN-OFFS No material updates this week 2. STRATEGIC ALTERNATIVES & REVIEWS (Potential take-outs, asset sales, M&A, etc.) DSM-Firmenich (DSFIR Netherlands). dsm-firmenich finally sold its ANH unit. While the €2.2bn + €0.5bn earn-out was pretty much in line with what we expected, the market didn’t like. Sell the news? Or is…
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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Event-Driven trading: Why stock buybacks?
With our resolutions out of the way, lets spend a bit of time chatting buybacks since they have been the massive factor outperformer in the past few years. See chart below using Russell as the underlying universe: As inflection investors, we are often presented with two scenarios 1) industries that have been left for dead…