Depth Check– Enova International (ENVA) – Less Risky Than We Initially Thought

Overview: A few weeks ago, we recommended purchase of Enova International (ticker: ENVA). While we are positive on the company, we did express some concerns in the initial report: We do note concern regarding 1Q loan growth, entry of lower-priced traditional banks and credit unions into Enova’s market, and a much longer than usual risk … Read more

Political lobbying, regulation, and stock market returns – Part 2

Featured Video Play Icon

Please join us for part two of a two-part discussion on the intersection between regulation and investing returns. We’ll be talking with political operative/consultant/lobbyist, Joe Jarabek on the following legislative and regulatory topics:

Covered in part 1: (available here: https://www.deepknowledgeinvesting.com/post/political-lobbying-regulation-and-stock-market-returns-part-1)
• Cryptocurrencies – How the industry looks at/participates in regulation
• Infrastructure Bill – How to dissect it and what to look for moving forward

Covered in part 2:
• Consumer Financial Protection Bureau – New regulation and the impact on alternative finance
• Cannabis – Can banking legislation prevent this industry from growing

Joe Jarabek is the President of Jarabek & Company, a global governmental and business advisory, which he founded in 2009. His firm works with both legislative and executive branches of government. Joe has over 20 years of experience as a political and business liaison at the state and national level. He is a former senior staff member on Presidential races, Joe has officially represented the United States at foreign diplomatic events and has been on the road with party nominees dating back to 1999. National publications including the Washington Post have referenced and quoted him as an expert opinion.

Political lobbying, regulation, and stock market returns – Part 1

Featured Video Play Icon

Please join us for part one of a two-part discussion on the intersection between regulation and investing returns. We’ll be talking with political operative/consultant/lobbyist, Joe Jarabek on the following legislative and regulatory topics:

Covered in part 1:
• Cryptocurrencies – How the industry looks at/participates in regulation
• Infrastructure Bill – How to dissect it and what to look for moving forward

Upcoming in part 2:
• Consumer Financial Protection Bureau – New regulation and the impact on alternative finance
• Cannabis – Can banking legislation prevent this industry from growing
• Policy – How the street can look to policy as a barometer for investment to pick winners and losers

Joe Jarabek is the President of Jarabek & Company, a global governmental and business advisory, which he founded in 2009. His firm works with both legislative and executive branches of government. Joe has over 20 years of experience as a political and business liaison at the state and national level. He is a former senior staff member on Presidential races, Joe has officially represented the United States at foreign diplomatic events and has been on the road with party nominees dating back to 1999. National publications including the Washington Post have referenced and quoted him as an expert opinion.

TERRA STORIES Impact Investing Series, Ep. 8 Givvor: Bringing Scalability to Philanthropy

Featured Video Play Icon

Join host Gary Brode, of Deep Knowledge Investing, in conversation with Alex Huff, Founder and CEO of Givvor (Givvor.com), the only technology dedicated to revolutionizing giving by empowering donors, driving ongoing engagement and developing a marketplace of nonprofits for the next century. The platform currently enables donor communities for over 1.8 million nonprofits integrated with cutting edge financial and communication capabilities that brings scalability to philanthropy. Specific donation and fundraising strategies can be customized to centralize and consolidate resources, while building trust through transparency, donor privacy and engaged community experiences.

In this series, we explore impact focused public and private companies in multiple market sectors that utilize proven, cost-effective and game-changing sustainable technologies to reduce costs and increase efficiencies and shareholder value. Visit us at: www.Terra.bz/impact

To join the discussion and participate in our program, sign up for our newsletter: https://terraconservation.org/newslet…. And please reach out to us at info@terrastories.bz for questions, comments or suggestions for topics.

Host: Gary Brode
Producer: Ann Volkwein
Editor: Eliot Korb

How Cryptocurrency Managers Evaluate Non-Bitcoin Cryptocurrency

Featured Video Play Icon

We’ve done multiple calls and written on Bitcoin in the last year, and we’re now getting regular questions about other cryptocurrencies. Is Ethereum “better” than Bitcoin? Are there other cryptocurrencies we should be buying along with or instead of Bitcoin? And how do we distinguish between a quality cryptocurrency with owner-friendly policies and security vs cryptocurrencies with practices that are less secure or advantageous.

To explore this topic, we’ll be hosting experts who actively manage money in the space; Chris Bell and Michael Bucella.

Chris Bell is Managing Director/ National Sales manager of Horizon Kinetics, LLC a NY based asset manager that runs a cryptocurrency fund. He has 35 years in the financial securities business and began his trip down the crypto rabbit hole in late 2015 when he read the Bitcoin white paper. Chris is also a member of the Deep Knowledge Investing Board of Advisors.

Michael Bucella is a Partner at BlockTower Capital. Prior to BlockTower, Michael spent nearly a decade with Goldman Sachs. He joined Goldman Sachs in 2008 as part of the Firm’s Asset Management division (GSAM), where he focused on investment strategies, markets and institutional investors globally. Most recently, Michael worked in the Securities Division where he ran the Multi-Asset Sales & Trading business in Canada and led efforts to expand this strategy globally. Previous to this role, he led the Institutional Global Equities business, also in Canada.