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KEDM Themes, Inflections and Macro Notes.

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Wound Care Page
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December 14, 2025, Vol. 254
Wound Care If you’re a wound care specialist, the following might sound overly simplified. Send us a message or get...
Front Page
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December 7, 2025, Vol. 253
As we roll into December, we are in a quiet period when it comes to event-driven investing. The losing stocks...
paid
November 30, 2025, Vol. 252
Crypto Treasury Strategies – Update Thinking back to the summer of 2025, we hit a period where every company with...
paid
November 23, 2025, Vol. 251
Hong Kong Property Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin...
paid
November 16, 2025, Vol. 250
The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged...
paid
November 9, 2025, Vol. 249
Macau Casinos We just returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you...
paid
November 2, 2025, Vol. 248
This is the first week where KEDM gets published under new ownership. As mentioned before, from the community/user perspective it...
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October 26, 2025, Vol. 247
We are going to keep this pretty short as we are currently boarding a plane in Dubai for Hong Kong. ...
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Themes

Wound Care Page
paid
December 14, 2025, Vol. 254
Wound Care If you’re a wound care specialist, the following might sound overly simplified. Send us a message or get...
Front Page
paid
December 7, 2025, Vol. 253
As we roll into December, we are in a quiet period when it comes to event-driven investing. The losing stocks...
paid
November 30, 2025, Vol. 252
Crypto Treasury Strategies – Update Thinking back to the summer of 2025, we hit a period where every company with...
paid
November 23, 2025, Vol. 251
Hong Kong Property Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin...
paid
November 16, 2025, Vol. 250
The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged...
paid
November 9, 2025, Vol. 249
Macau Casinos We just returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you...