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The Depth Report – The Wrath of Grapes

Last week Deep Knowledge Investing Food, Restaurant, and Spirits Advisor, Howard Freedland, was asked to speak to The Society of the Four Arts, in Palm Beach, Florida, about the impact of current and projected tariffs on old-world wines. While we normally focus on actionable stock ideas and timely market commentary, Howard is a 20-year veteran … Read more

The Depth Report – Novel Coronavirus and Travel Stocks

Overview: Last week we wrote about the 2019 novel coronavirus (2019-nCoV). The disease is spreading and may have changed, and we thought it was time for an update. There is speculation that the virus has mutated into a more transmittable form, but it’s unclear right now whether the virus has, or whether doctors are getting … Read more

The Depth Report – The Un-wisdom of the Crowd

Decision making in the financial markets is one of the few places where we can definitively assess the quality of a decision. We know to the penny how good or bad a particular idea is. Portfolio managers work very hard and often employ a large staff of analysts in order to get an edge in … Read more

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