Depth Check– Enova International (ENVA) 4Q Earnings Continue to Support the Investment Thesis
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The Depth Report – Don’t Short the Insurance Companies Yet
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The Depth Report – Quick Trading Update
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Houghton Mifflin Harcourt Reportedly Exploring a Sale
There’s a story on Bloomberg News saying Houghton Mifflin ($HMHC) is exploring a sale. The company has hired an advisor, and Private Equity firms are doing due diligence. HMHC has been on the Deep Knowledge Investing buy list since January of 2021, and we continue to own a position. The stock has traded up in … Read more
Time to Ramble On – Peter Costa
DKI has been writing about #inflation, #interestrates, and #hedging. Here’s some great analysis by member of the DKI Board of Advisors, Peter Costa: Time to Ramble On
The Depth Report – A Second Update on the Portfolio The Difference Between Hedging for Inflation and for Higher Interest Rates
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A talk with Andy MacLellan of Terra Green Destinations about building sustainable eco-friendly resorts around the world
You are invited to a Zoom webinar. This Wednesday, 11 ET, Gary Brode of Deep Knowledge Investing will interview hospitality industry leader Andy McLellan to discuss Terra Green Destinations and the creation of scalable, sustainable, luxury eco resorts across the globe. When: Jan 12, 2022 11:00 AM Eastern Time (US and Canada) Topic: Terra Stories: … Read more
The Depth Report – An Update on the Portfolio and Upcoming Programming
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The Depth Report – In Which We Tempt Fate by Disagreeing with Nassim Nicholas Taleb Regarding Bitcoin
Overview: Nassim Nicholas Taleb is one of our intellectual heroes. His books, which include The Black Swan and Fooled by Randomness, constitute some of the best thinking and writing on risk in general, and financial risk in particular. He’s been publicly negative on Bitcoin, and while that is a respectable point of view, we disagree … Read more
WSJ Outlining How Government and Universities Add to Student Debt Problems
DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Another fantastic piece in today’s WSJ talking about how government intervention has helped create an unsustainable debt burden for students and parents. They correctly place proper blame on universities as well. https://wsj.com/articles/college-university-student-debt-parent-grad-plus-loans-congress-school-borrowing-11638930489?mod=djemwhatsnews…
