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KEDM Weekly

January 15, 2026

Theme of the Week   Revisiting Private Equity It’s said that markets don’t usually crash from equity bros doing really stupid things, but they...
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KEDM Weekly

January 8, 2026

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...
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KEDM Weekly

December 26, 2025

Theme of the Week December is a month when many investor days are organized. We have been diligently tracking those investor days in our...
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KEDM Weekly

December 18, 2025

  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...
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KEDM Weekly

December 11, 2025

Theme of the Week Hong Kong Property  Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin...
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KEDM Weekly

December 4, 2025

  Theme of the Week Thinking back to the summer of 2025, we hit a period where every company with a failed business model...
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