Deep Knowledge Investing Featured in Barron’s

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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

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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

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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

The Depth Report – Las Vegas Sands (LVS) – Update

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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 lock-downs. … Read more

Las Vegas Sands (LVS)

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Overview: On February 24, 2020, we published Net Short explaining that due to concerns about the coronavirus, we had gone short against the market. 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%. Following that, the Federal … Read more

The Depth Report – A Hat Tip to Bill Ackman

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Overview: This morning, Bill Ackman of Pershing Square, did a lengthy phone interview on CNBC. Ackman suggested that to stop the spread of the coronavirus, President Trump should close the borders and institute a country-wide quarantine for a month. He described this as an “extended spring break.” He advocated for a 30-day rent, interest, and … Read more

The Depth Report – It’s Not Too Late

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Overview: Three weeks ago, we wrote a piece, Net Short, in which we disclosed that we had a large cash position and had gone short against the market through options spreads. Since then, the market has fallen 20%. Last week, we wrote a piece, Even More Net Short, in which we explained that the corona … Read more

The Depth Report – Even More Net Short

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Overview: Two weeks ago, we wrote a piece titled Net Short where we disclosed that we had a large cash position, and had gone short against the market through options spreads. In that piece, we discussed the biological reasons the corona virus was spreading so quickly, the economic disruption that was on the way, and … Read more

The Depth Report – Depth Check – Net Short

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Overview: Last Monday, we wrote a report stating that we had gone net short in our portfolio. This was a result of the specific way the corona virus was spreading combined with concerns about the associated economic disruption. A lot has happened in the last week, and we thought it was a good time to … Read more

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