Current Recommendations Page Now Includes Weightings

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I get a lot of questions regarding my weightings in specific names. As a result, I’ve added weightings to the Current Recommendations page. I will update these weightings monthly. As always, should I make changes to any portfolio position, I will post that to the premium blog immediately.   Information contained in this report, and … Read more

Weekly Points – January 26th, 2024 – 5 Things to Know in Investing This Week – The Super-Duper Inconsistent Data Issue

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Every week in January, we’ve been pointing out the inconsistencies we see in macro-economic data. The trend becomes even more pronounced this week with contradictory insight on the economy being provided by the GDP report, the Fed’s preferred inflation metric, and the purchasing manager’s index. The results are so confusing that commentary by S&P Global … Read more

A Good Miss – The Idea Where We Didn’t Invest

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As Deep Knowledge Investing has grown its individual subscribers, we’ve done more on the topic of investor education. I thought it would be interesting for you to find out about an investment we didn’t make and why.   In late 2021/early 2022, I took a look at Fiverr ($FVRR). The company is an online marketplace … Read more

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