KEDM.com
@KEDM_COM
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We monitor actionable, event driven special sits.
Rincon, PR
Joined December 2020
‼️ SPECIAL ANNOUNCEMENT ‼️. For only the second time ever, we are opening up our exclusive KEDM Happy Hour to non-subscribers!!. FREE of charge and no strings attached!. On Friday at 4:15 EST, @hkuppy will be sitting down with Night Watch Capital’s founder and CIO, Roderick van.
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13D and Activist Monitor: Engine Capital sent a letter to Avantor, AVTR, board calling for changes to the ineffective and underperforming board. TLDR, Engine ties AVTR’s underperformance to self-inflicted issues like poor cost control, ineffective capital allocation, repeated
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Cluster Buy Monitor: A director at PENN scooped up $340k. Insiders, including the CEO, have been purchasing back relatively frequently this year with the last slug coming in May around the ~$15-16 range. There’s also been an activist shaking things up here as well.
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KEDM Happy Hour. ‼️ SPECIAL ANNOUNCEMENT ‼️ . For only the second time ever, we are opening up our exclusive Happy Hour to non-subscribers!! FREE of charge and no strings attached!. On Friday at 4:15 EST, Kuppy will be sitting down with Night Watch Capital’s founder and CIO,
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And to prep for Friday's Happy Hour, head over to our friends at @buysidedigest (aka "BSD") to read all of RooJoo's letters.
buysidedigest.com
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@roojoo3 also just dropped his SECOND new theme to KEDM clients this week. Be sure to sign up below to read 👇👇👇.
kedm.com
- Kuppy's Event Driven Monitor
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CEO Turnover Monitor: XPOF hires Mike Nuzzo as CEO, replacing the current CEO Mark King, effective immediately. Nuzzo was previously the CEO at Eyemart Express until it was acquired in January. Prior to that he held the CFO and then COO role at Petco for seven years where he was
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Cluster Insider Buy Monitor: Specialty chemical company Olin (OLN) had a VP purchase 20k shares. The VP has only been with the company for four months, but back in February, Olin’s new CEO (in the role for about a year) purchased 7,250 shares. This is the first time multiple
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Turning Points & Big Themes. As an FYI, we got the video recording from last week’s Happy Hour with Gator Capital’s Derek Pilecki up on the website. For those that missed the live session, it’s definitely worth watching as he knows his niche. Moving over to thematics, a few
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@gatorcapital CVR Monitor: Fundamental Global, FGF, soon to be FG Nexus Inc., is spinning off its legacy operating businesses into a newly formed FG CVR Trust. Shareholders of record as of August 8, 2025 will receive non‑transferable CVRs, including an initial $10.00 per share cash
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@gatorcapital CEO Changes Monitor: Shenandoah Telecommunications (SHEN) announces that its current CEO will transition to Executive Chairman and be replaced by the current President. Down about 60% from the highs, this name has seen steady buying by its >10% PE owner so far this year.
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We want to thank Derek for Happy Hour to chat all things Financials!. We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great episode and we learned a lot! We urge everyone to shoot him a follow at @GatorCapital and sign up for his
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🚨 It kicks off in 30 minutes!. KEDM Happy Hour is LIVE at 4:15 PM EST — no subscription needed. Join us for “The Financials Unplugged” w/ Derek Pilecki of Gator Capital @gatorcapital & Kuppy @hkuppy. 🔗
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KEDM Happy Hour in the coming month!. But we are back in the saddle, and excited to pop a Medalla, and catch up with TWO planned KEDM Happy Hours in the coming month!. We couldn’t think of a better guy to have on than the ax of financials, Gator Capital’s Founder and CIO, Derek
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Tomorrow, we go long on Happy Hour!.
KEDM Happy Hour is back!. And in a KEDM first, we are opening it up to the fintwit world, no subscription needed!. On August 1st @ 4:15 PM EST, we’re sitting down with Derek Pilecki, founder of Gator Capital, for “The Financials Unplugged” @hkuppy @gatorcapital
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13D and Activist Monitor: Tejon Ranch activist owner Strathmore Capital sent a letter to the company, urging board to allow the CEO to “implement wholesale changes in order to significantly reduce corporate waste” Strathmore also wants the former CEO (still on the board) to be
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Announced Buyback Monitor: Good to see miners finally waking up! Solid earnings over at NEM; they took in over $1B in the Q and topped off their program with another $3B (~4.4%)
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KEDM Happy Hour . !! SPECIAL ANNOUNCEMENT !!.In a KEDM first, we are opening up our exclusive Happy Hour to non-subscribers!! FREE of charge and no strings attached!. On Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s founder,
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Register here:.🔗 Mark your calendars. This will be 🔥.
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Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom...
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- Derek has returned 21% per year since 2008. This guy knows financials. - With s/t rates likely heading lower and steepeners on the horizon, there’s serious alpha hiding in financials right now. - Derek will share his macro + micro outlook and take YOUR questions live.
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