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KEDM Weekly

March 19, 2026

Let’s start with our recent big announcement. We’ve been quietly levelling up KEDM these past few months — sharper themes, improved Kliff Notes, a...
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KEDM Weekly

March 12, 2026

Theme of the Week   Senior Living Facilities In 2023, we introduced the silver tsunami to the KEDM crowd as a long-term trend. We...
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KEDM Weekly

March 5, 2026

Theme of the Week   Short Reports While short sellers have been around since Jesse Livermore shorted the railroads in the early 1900s, short...
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KEDM Weekly

February 26, 2026

Theme of the Week   Wound Care Modern wound care is remarkably fragmented. Dozens of companies claim superior healing with limited clinical evidence. Accelerated...
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KEDM Weekly

February 19, 2026

Theme of the Week   The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really...
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KEDM Weekly

February 12, 2026

Theme of the Week   What are IPO Unlocks? An IPO Unlock is a date that marks the end of the “lockup period,” usually...
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