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January 8, 2026

KEDM Weekly

Theme of the Week Year-End Review Reflecting on our own year, it’s been a good year for the home team, and hopefully for our KEDM subscribers. We’ve covered a long...
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December 26, 2025

KEDM Weekly

Theme of the Week December is a month when many investor days are organized. We have been diligently tracking those investor days in our Investor Day Monitor, and we believe...
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December 18, 2025

KEDM Weekly

  We’re planning another Happy Hour this Friday. Grab a 6-pack as Kuppy sits down with Roderick (aka Roojoo) for our annual KEDM “Year-End Review” and AMA. Kuppy and Roderick...
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December 11, 2025

KEDM Weekly

Theme of the Week Hong Kong Property  Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin treasury strategy, every HK-listed company had...
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December 4, 2025

KEDM Weekly

  Theme of the Week Thinking back to the summer of 2025, we hit a period where every company with a failed business model had a chance at a second...
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November 26, 2025

KEDM Weekly

  Theme of the Week We recently returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you on HK property developers, a theme we...
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