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

Covid-19 Vaccine Call with Gary Brode and Dr. Soumi Eachempati

Featured Video Play Icon

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