Our Journey in Financial Education

We started SurgeKinetic because too many people were making investment decisions based on trends and tips rather than solid analysis. After years in Hong Kong's financial sector, we saw the same patterns repeating.

People would jump into investments without understanding what they were buying. The results were predictable and often painful.

Financial analysis workspace with charts and research materials
Modern financial education classroom setup

Building Something Different

Back in 2020, I watched a colleague lose 40% of his portfolio in three weeks. Smart guy, engineering background, but he'd bought into three companies without reading a single annual report. When I asked him about their debt levels, he looked confused.

That conversation stuck with me. Hong Kong's retail investors were drowning in noise – stock tips from taxi drivers, WhatsApp groups full of "hot picks," endless YouTube channels promising quick profits.

What We Actually Do

We teach people to read financial statements like detective stories. Every number tells you something about management decisions, market position, and future prospects.

Our approach is methodical. We start with understanding what a company actually does – not the hype, but the business model. Then we dig into their competitive position, financial health, and growth prospects.

It's slower than momentum trading, sure. But our students make decisions based on evidence, not emotions.

Financial documents and analysis tools on desk

How We Think About Teaching

Real Examples, Not Theory

We use actual Hong Kong companies in our case studies. When we explain cash flow analysis, we pull up real quarterly reports from HSI companies. Students see exactly how the concepts apply to investments they might actually make.

Honest About Limitations

Fundamental analysis won't predict next week's stock price. It won't save you from market crashes. What it does is help you understand what you own and make better long-term decisions. We're clear about what our methods can and can't do.

Focus on Decision Process

We spend more time on developing analytical frameworks than memorizing formulas. Good investing is about asking the right questions and knowing where to find reliable answers. The specific techniques matter less than consistent thinking.

Long-term Perspective

Our courses are designed for people planning 5-10 year investment horizons. We don't teach day trading or momentum strategies. Everything we cover assumes you're building wealth gradually and want to understand what you're buying.

Astrid Lindström, Senior Financial Analyst

Astrid Lindström

Senior Financial Analyst
Zora Nakamura, Head of Education

Zora Nakamura

Head of Education
Students engaged in fundamental analysis workshop discussion