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KEDM Weekly

June 11, 2026

Theme of the Week Special Purpose Acquisition Corps (free tutorial) As part of our tutorial series, we wanted to dive into our SPAC monitors...
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KEDM Weekly

June 4, 2026

Theme of the Week Nicotine Pouches Even though we consider ourselves value investors, we are only interested in investing in industries with a tailwind....
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KEDM Weekly

May 28, 2026

Theme of the Week Competing against banks Ever since the GFC, taking market share from banks has been as easy as Fat Tony stealing...
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KEDM Weekly

May 21, 2026

Theme of the Week Shorting Through the Cycle We had a fantastic time at our Happy Hour with Muddy Water’s Freddy Brick! The full...
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KEDM Weekly

May 14, 2026

Theme of the Week Trading the Chaos We wrote about the market’s unrealistic expectations regarding how easy it would be to reopen the Strait...
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KEDM Weekly

May 7, 2026

Theme of the Week Reflections on the Energy Trade As we’d described in our September 2025 (Vol # 241) write-up on refiners, we are...
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