Month: November 2024

DKI and Election Day

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Hi All, You’ve already been reminded 1,000 times to go vote. I’m just back from securing democracy here in CT. If you want to know my views regarding the market implications of the election, there’s a detailed section on that in the long Macro Update I posted yesterday. Just know that whether you’re team red … Read more

authID ($AUID) – Notes from Today’s Research Call

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I had a research call today with someone who used to be a C-level executive at authID ($AUID). This individual no longer works there. Providing additional identifying information would violate an agreement I made to be able to do the call. Here’s the information I collected:   Almost a decade ago, he thought the company … Read more

authID ($AUID) – New Customer Press Release is Better Than it Seems

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This morning authID ($AUID) announced a $10MM contract with an Indian AI company. Let’s go through the details:   The Indian company has an AI solution for writing new applications and code. They will use $AUID’s technology to provide biometric authentication to their customers in the banking, financial services, emergency services, and transportation industries. There … Read more

Talen Energy – Guest Post by Enrique Abeyta

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Five months ago, Enrique Abeyta of HX Research brought us Talen Energy ($TLN). In a webinar we were fortunate enough to host, he demonstrated exceptional knowledge and expert analysis of a company that fits well with DKI’s positive thesis on energy demand, nuclear power, and uranium. Since then, the stock has been a fantastic performer … Read more

Macro Update

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Published to the Deep Knowledge Investing blog on November 3rd, 2024. I have been writing less about the macro-economic environment lately. That’s been for two reasons. The primary one is in 2022 and through much of 2023, it was macro considerations that were driving the market. Understanding what was happening with inflation and the Federal … Read more

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