30+ YEARS OF ACTIONABLE INSIGHTS IN THE SECURITIES INDUSTRY
Deep Knowledge Investing
DKI empowers hedge fund managers, portfolio managers, family offices, and high net worth individuals to earn higher returns in the equity portion of their portfolios. We provide conflict-free, well-researched stock ideas, and timely market commentary. Deep Knowledge without hidden agendas.
DKI empowers hedge fund managers, portfolio managers, family offices, and high net worth individuals to earn higher returns in the equity portion of their portfolios. We provide conflict-free, well-researched stock ideas, and timely market commentary. Deep Knowledge without hidden agendas.
The Five Things to Know in Investing is a weekly show and newsletter that helps you earn higher returns in the equity portion of your portfolio. Subscribe for free below.
30+ YEARS OF ACTIONABLE INSIGHTS IN THE SECURITIES INDUSTRY
DKI empowers hedge fund managers, portfolio managers, family offices, and high net worth individuals to earn higher returns in the equity portion of their portfolios. We provide conflict-free, well-researched stock ideas, and timely market commentary. Deep Knowledge without hidden agendas.
Subscribe to receive all correspondence from DKI including The Five Things, investment research, new stock picks, and more!
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The One Thing We Never
Hedge is Our Opinion
DKI focuses on identifying and analyzing aspects of the selected investments the market is missing. Our only goal is to help our subscribers earn better equity returns and we've done that consistently.
Barron's
RealVision
DKI Founder Gary Brode was interviewed by Maggie Lake on Oil and the reappointment of Fed Chair, Powell.
SumZero
Barron's
RealVision
DKI Founder Gary Brode was interviewed by Maggie Lake on Oil and the reappointment of Fed Chair, Powell
United States Military Academy At West Point
Deep Knowledge Company Research
Complete reports explaining an actionable investment thesis. One example is Royal Caribbean Cruises Ltd. which Barron’s published in full: here. There will be a consistent focus on identifying and analyzing those aspects of selected investments the market is missing.
- Barron's
- Complete Reports
- RealVision Daily Briefing
- CNBC'S Squawk Box
- Tv Is Next
- Institutional Investor
Gary Brode
Learn More About Our Founder
DKI is managed by a 30-year hedge fund veteran
In Gary’s three decades of experience, we have come to understand that traditional sell-side research is not designed to make the investor money. It is designed to market investment banking services to the companies they cover. We do the opposite.
What is Deep Knowledge Investing?
What They Are Saying
"I’ve known Gary for 17 years. He’s always been a source of great investment ideas and reliable high-quality research. When I decided to start Concentric Capital Strategies, he was the first service that I subscribed to and I’m glad I did."
Seth Turkeltaub
Founder of Concentric Capital Strategies, formerly Portfolio Manager at Millennium
Check Out Our Recent Blog Posts
Las Vegas Sands Making a Telling Move
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August CPI is 2.5%
Overview: Today, we got the August Consumer Price Index (CPI) report which showed an overall increase of 2.5% for the last year and 0.3% for the month. That’s below last month’s 2.9%
Weekly Points – September 6th, 2024 – 5 Things to Know in Investing This Week – The AI Chip Issue
The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some impressive capabilities, there are fears regarding
David’s Mailbag and an Update on the Market
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Categories
Las Vegas Sands Making a Telling Move
Join Now
August CPI is 2.5%
Overview: Today, we got the August Consumer Price Index (CPI) report which showed an overall increase of 2.5% for the last year and 0.3% for the
Weekly Points – September 6th, 2024 – 5 Things to Know in Investing This Week – The AI Chip Issue
The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some
Investment Performance
Investment Performance
Other
Bitcoin: Recommended on 11/9/20 at $15,479.57.
Recommended shorting the S&P 500 on 2/24/20 ahead of a 33% drop in the index.
Equity
Houghton Mifflin Harcourt (HMHC) Opened on 1/29/21 at $4.93. Closed on 2/22/22 at $20.90.
Other
Shorted S&P 500 on 2/24/20 at $3,337. Covered 3/23/20 at 2,237. Return of 49% in 28 days.
Bought Bitcoin 11/9/20 at $15,479. Still own.
Current Price:
Recommended $GBTC at the same time for people who couldn’t buy Bitcoin.
Recommended shorting the S&P 500 on 2/24/20 ahead of a 33% drop in the index.
Re-recommended $GBTC due to the discount to NAV on 6/14/22 at $14.53 and 6/30/23 at $18.84.
Equity
Bought $LVS on 4/27/20 at $43.78. Sold at $53.66 on 6/10/20. Return of 23% in 44 days.
Bought $HCA on 8/18/20 at $133.67. Sold at $250.00 on 7/20/21. Return of 88% including dividends in 336 days.
Bought $HCA on 9/24/20 at $115.79. Sold at $250.00 on 7/20/21. Return of 117% including dividends in 299 days.
Bought $HMHC on 1/30/21 at $4.93. Sold on 2/22/22 at $20.90. Return of 324% in 388 days.
Bought $HMHC on 3/25/21 at $5.61. Sold on 2/22/22 at $20.90. Return of 273% in 334 days.
Bought $ENVA on 4/26/21 at $32.85. Sold on 10/24/23 at $43.21. Return of 32% in 911 days.
Bought $ENVA June 16, ’23 $40 strike call options on 3/24/23 at $5.30. Sold on 5/30/23 at $7.30. Return of 38% in 67 days.
Bought $LVS December 15, ’23 $45 strike call options at $3.30 between 9/25/23 and 10/6/23. Sold for $3.55 on 12/13/23. Return of 8% in 79 days.
Bought $SRUUF on 11/21/22 at $11.26. Still own this.
Bought $TPL on 2/04/22 at $1,095. Sold 75% of it on 11/16/22 at $2,655. Return of 142% in 285 days.
Bought more $TPL on 6/30/23 at $1,325.59. Still own this.
Investment Performance
Equity
Other
Stop Missing Out
We never close trades on the website, so this will be the only way you will know
how we’re trading an idea and when we exit a position.
