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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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KEDM Weekly

February 5, 2026

Theme of the Week   Crypto Treasury Stocks The financial alchemy of MSTR and the other crypto treasury companies is impressive. Michael Saylor is...
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KEDM Weekly

January 29, 2026

Theme of the Week   Emerging Markets Its worth circling back on EM again. In particular, LatAm, which is waking up, is one of...
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KEDM Weekly

January 22, 2026

Theme of the Week   Refiners In equities, people obsess over product launches, management changes, Fed policy pivots, and even Reddit threads, but it...
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