Gary Brode of Deep Knowledge Investing speaks with DKI Board Member, Raji Khabbaz, about how we’re investing and hedging with the market at all-time highs and significant economic, political, and trade risks present. Other members of the Deep Knowledge Investing Board of Advisors contribute to the conversation as well.
Month: August 2020
The Depth Report – HCA Healthcare, Inc. (HCA) – Heads I win – Tails I win
Overview: On February 24, 2020, we published Net Short explaining that we had gone short against the market due to concerns about the coronavirus. Over the next 3 weeks, we wrote 3 additional pieces (here, here, and here) reiterating and amplifying our bearish position. During that period, the market fell 29%. More recently, we have … Read more
Deep Knowledge Investing Featured in Barron’s
Two weeks ago, we published an updated report on Las Vegas Sands (ticker: LVS) recommending the stock. We’re pleased to announce that our work has been featured in Barron’s. Link here: https://lnkd.in/gW8ERSt . #lasvegassands#gamingindustry#casinogaming#investing #$LVS #decisionscience
Covid-19 Vaccine Call with Gary Brode and Dr. Soumi Eachempati
Gary Brode of Deep Knowledge Investing and Dr. Soumi Eachempati of Chelsea Health Solutions and Cleared4Work and member of the Deep Knowledge Investing Board of Advisors discuss the current efforts to produce a Covid-19 vaccine. We talk about the potential vaccine solutions at different companies, the regulatory hurdles, and realistic expectations regarding the timing and effectiveness of a vaccine. Much of this information is different from some of the headlines we’re seeing in the press.
The Depth Report – Encouraging Signs in Casino Gaming
Overview: A week ago, we published a second recommendation on Las Vegas Sands (LVS).During the company’s earnings call, CEO, Sheldon Adelson spoke about his optimism that the gaming market would come back from Covid-19-related shut-downs. The key element of our long thesis on Las Vegas Sands is that the company’s casinos are going from closed … Read more
