Please join Gary Brode of Deep Knowledge Investing and Jason Galui of 4 Liberty Consulting LLC (and member of the DKI Board of Advisors) for a discussion about the Presidential Election. A recently retired U.S. Army Lieutenant Colonel, Jason served 4 years in the White House under both President Obama and President Trump across a … Read more
Overview: On April 27, 2020, we published a piece on Las Vegas Sands. The stock was at $43 and we recommended buying it. On June 10th, we sold the position at $52. The stock had moved over 20% in under a month and a half, and we were concerned about an extension of the coronavirus … Read more
Please join Gary Brode of Deep Knowledge Investing and Michael Kliegman, member of the Deep Knowledge Investing Board of Advisors, and former Group Chief in the IRS National Office, for an in-depth conversation covering the Biden tax plan.
We cover expected changes in marginal tax rates, likely dates of implementation, the implications of a higher GILTI rate, capital investment incentives, a possible wealth tax, and the SALT deduction cap.
The SumZero Headlines Podcast is back with a new episode on the #hospital industry. This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA Healthcare thesis and explain the combined impact of #COVID19 and imminent changes to the #supremecourt and #affordablecareact on the business. We also touch on changes … Read more
Please join Gary Brode of Deep Knowledge Investing and Howard Jay Klein, 30-year C-level gaming executive, member of the Deep Knowledge Investing Board of Advisors, and author of The House Edge, for an in-depth conversation covering the casino gaming space including Covid-19 restrictions, the pace of recovery in the US, Macau, and Singapore, and developments in Japan.
Howard discusses some new consumer research out of China regarding the conditions gamblers in Macau need to see before they feel comfortable entering a casino. This information has never been discussed in a public forum prior to this call.
Overview: In August, we published a piece recommending HCA Healthcare (ticker: HCA). We noted that the stock had traded down in the first quarter on fears that suspension of high-margin elective surgeries to focus solely on Covid-19 patients would result in terrible financial performance. When we published the piece, we believed the stock was trading … Read more
