Subscribe

WANT FREE WEEKLY UPDATES?

Subscribe to our weekly email newsletter Weekly Monitor to get free KEDM insights sent right to your inbox, where we flag an interesting theme and actionable ideas each week.

You’ll get the KEDM Theme of the Week, KEDM’s Kliff Notes and Chart of the Week, and our own Kuppy’s Tweet of the Week.

This field is for validation purposes and should be left unchanged.
Name(Required)

August 20, 2026

KEDM Weekly

KEDM Happy Hour Grab a 6-pack as Kuppy sits down with American financial journalist Herb Greenberg! Herb is an OG of finance and a true “gentleman short seller.” Best known...
View Newsletter

August 13, 2026

KEDM Weekly

Theme of the Week Thematic Review In general, we intend to provide more follow-through on the ideas that we mention: both on the thematic and the ED side. None of...
View Newsletter

July 30, 2026

KEDM Weekly

Theme of the Week Fund Letters As a matter of tradition, fund managers write to their LPs once a quarter to update them on the fund’s performance. The format is...
View Newsletter

July 23, 2026

KEDM Weekly

Theme of the Week Up in the air Back in June of 2023, we wrote about the resurgence of air travel following 3 years in which in-person events were canceled,...
View Newsletter

July 9, 2026

KEDM Weekly

Theme of the Week Gangnam Style Last May, IBKR was the first US broker to enable trading of Korean equities. When investing abroad, we are well aware of our own...
View Newsletter

July 2, 2026

KEDM Weekly

Theme of the Week European Defense While Americans like to talk about Europe as one nation, the continent has always been greatly divided. The cultural differences are vast. In the...
View Newsletter