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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